Create a Team Member

To collaborate effectively, you need to invite people to your Trimlink account. The Members feature allows you to securely add new users to your Organization.

As an administrator, you can create new user accounts, assign specific roles, and control exactly what each person is allowed to see and do. By giving your team only the permissions they actually need, you keep your client data and overall Organization highly secure.

Watch the demonstration video below or follow the step-by-step guide.

Video Demonstration

Getting Started

To add a new person to your Organization:

1. Open your Dashboard.
2. Navigate to Access Control from the left sidebar menu.
3. Click on Members.
4. Click the Add New Member button.
5. The Create Member form will appear.

Phase 1: Member Information

Begin by entering the basic account details for the new user.

1. Full Name

Enter the person's real, full name. This name will appear across the platform in audit logs, activity records, and workspace assignments so you always know who took a specific action.

• Examples: John Smith or Sarah Johnson

2. Email Address

Enter a valid, working email address for the user. Trimlink uses this email for logging in, password recovery, and important security alerts.

Important Note: Every single member in Trimlink must have a unique email address. You cannot use the same email for two different users.

3. Password Setup

Create a secure starting password for the member. They will use this to log in for the first time. To keep the account safe, the password should include uppercase letters, lowercase letters, numbers, and special characters.

Confirm Password: Re-enter the password in the second box to make sure there are no typos.

Phase 2: Assign a Role (The Big Decision)

Every member must have a role. The role you choose determines how much power the user has over your entire Organization.

Option A: Super Admin

The Super Admin role gives the user the "keys to the kingdom." They receive complete, unrestricted access to every single feature, setting, and resource inside your Organization.

Because they have global access, you do not need to configure individual permissions for them. They automatically gain control over:

• All Workspaces & Client Data
• Billing & Subscription Settings
• Adding or Deleting other Members
• Custom Domains & Organization Settings

Critical Security Warning: Only give the Super Admin role to trusted business partners or top-level managers. Super Admins can delete data and change billing details.

Option B: Member

The Member role is designed for regular employees, contractors, or clients. Unlike Super Admins, standard Members do not automatically get access to everything.

Instead, administrators get to pick and choose exactly what a Member is allowed to do. This is the best choice for:

• Marketing & Content Managers
• Customer Support Teams
• Outside Clients or Freelancers

Phase 3: Configure Permissions (For "Members" Only)

If you selected the Member role in Phase 2, a new list of permission settings will appear.

You can use these toggles to decide exactly which tools this person is allowed to use. You can grant or block access to:

• Short Links & Collections
• Landing Pages & Templates
• Custom Domains
• Analytics & Reports
• Audit Logs

Best Practice (The Rule of Least Privilege): Only turn on the permissions this person actually needs to do their job. For example, if a user only creates short links, they do not need access to Custom Domains. Keeping permissions strict keeps your account safe.

Phase 4: Assign Workspaces (For "Members" Only)

If you assigned the Member role, you must now choose which Workspaces they are allowed to access.

Use the Workspaces dropdown menu to select one or more specific environments. This step is required because standard Members are completely locked out of all Workspaces by default. They will only see the links, templates, and analytics inside the Workspaces you select here.

Phase 5: Review & Create

Before finalizing the new account:

1. Double-check the spelling of the member's name and email address.
2. Confirm you have selected the correct Role (Super Admin vs. Member).
3. If they are a standard Member, review their permission toggles and assigned Workspaces one last time.
4. Click Submit.

A success message will appear, and the user is instantly added to your Organization!

Important Next Step: The new member will receive an email invitation to join your Organization, complete with their login credentials. If they do not receive the email, ask them to check their spam folder, or you can resend the invitation directly from the Members dashboard.

Frequently Asked Questions