User management, permissions, invitations, and account setup
Quick start guide to setting up your Trestle account ahead of the expo
Understand the different ways to be notified of a pending review request
Best practice on how to set up review groups to capture the most data on vendors
Understand how to complete and edit your individual user profile
Quick tips on how to add, remove, assign, and manage permissions for each user in your organization
Learn how to set up review questions for each team
Understand the 4 different question types for reviews
Learn how to add a cool picture of yourself!
Getting into your account
Learn how to set up teams, assign members, and set up questions
Understand the purpose and use cases for teams and user team assignments
Quick step-by-step guide on how to add new users to your organization
Understand the permissions of each user role assignment
Learn to set up Trestle SSO with SAML for Microsoft Entra
Step by step on how to confirm your phone number and receive review requests
