Account & team settings

Users and roles, permissions, locations and branches, option lists, pipelines, custom fields, billing, and add-ons.

Users and roles

Adding users and setting what they can doConceptPeople are managed on the Users screen, under Manage Team in your user menu, with a Create form to add one.

Permissions

Roles and permissionsConceptAccess in Trussi is a named permission granted to a role, editable per account. This is how it resolves, and why something you expected is hidden.Updated Sep 5, 2026

Locations and branches

Locations and branchesConceptLocations are set up on the Locations screen, also listed as a card on Custom Fields under Settings, and branches on the Branches screen.

Pipelines

Setting up your pipelineConceptHow to add and order pipeline stages, what a stage's role controls, and what changing the pipeline does to jobs already on it.Updated Sep 2, 2026

Option lists

Option lists your account owns: trades, units, reasons and the restConceptSeveral pickers in Trussi are lists YOUR account owns rather than fixed choices baked into the product.

Documents

Company-wide documents that are not attached to a projectConceptCompany documents are the files that belong to the business rather than to one job: warranties, licences, insurance certificates, spec sheets, standard terms.

Custom fields

The Custom Fields screenConceptWhat the Custom Fields screen actually holds, what can be added there, and how a new option reaches pickers elsewhere.Updated Sep 2, 2026

Billing and add-ons

Account settings and add-onsConceptEverything configured once for the whole company lives in your account settings (Settings).

Company training

Uploading your own training videosConceptHow the Training Hub add-on lets your company upload its own training videos alongside Trussi's library.Updated Sep 2, 2026