How do I add users to the Console?

To collaborate easily, you can give team members access to your TrueLayer account. With multiple people accessing your account, you can build your organisation.

You'll need to be an admin in order to complete these steps. You can find out more about the difference between users and admins here: What are the differences between admin and team members in the Console?

We are currently running a Console migration so we can introduce a whole host of features in Console in the future that do not exist today. Depending on if your account has been migrated or not your instructions will vary. You can check if you have been migrated by clicking here.

I have been migrated

To invite a new user to your application

1. Access the team page, select the team icon from the sidebar on the left-hand side.
2. Select the ”Add People” button in the top left of the Team Members table.
3. Enter the email address of the user you’d like to invite.
4. Select the role you’d like to assign this user.
5. Click “Invite” and a success notification will confirm that the invitation has been sent.

To learn about what each role can do in Console click here.

I have not been migrated

NOTE: During migrations we will be disabling invites from Console for users who have not been migrated. If you'd like to manage your team you can do this by creating a ticket with our support team.

Please follow these instructions follow these instructions.