To add a new user, you will need to log in to Trella Admin.
For complete details, see Creating and Editing Users.
Logging in to Trella Admin
Summary
| There are three ways to get to Trella Admin Tools for the Trella platform: |
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1) Navigate to Admin.TrellaHealth.com and log in using your Trella CRM login credentials. |
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2) Log in to Trella Insights
On the "Choose Application" page, click the Admin button. Image at right
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3) From within Trella Insights.
Click on the small menu dropdown at the top of any page, then click on the "Admin" link. See image at right.
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Following any of the three options above, Trella Admin tools will open - at right.
Click on the "Users" button. (Users is the default page.)
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For options 2 and 3 above, you might need to provide your login credentials again. |
Creating a new User Account
In Trella Admin, on the Users page, click the "Add User" button. (image below)

The following dialog box will appear - Fill out all of the fields.
For complete details, see Creating and Editing Users.
