Setting up your account

All the info you need to sign up and setup your Trolley's account.

8 articles in this collection
Written by Tim Nixon and Pete Vatistas

Security and Regulatory Information

Written by Tim Nixon
Updated over a week ago

Activating your Account

Step by step details on how to activate your new Trolley account.

Written by Tim Nixon
Updated over a week ago

Adding a New Team Member

How to add a new admin user to your account

Written by Tim Nixon
Updated this week

How to set up White Label Emails

Enable automated emails in your brand for your recipients.

Written by Tim Nixon
Updated over a week ago

How to Configure Tax Forms

Settings for Tax Compliances

Written by Tim Nixon
Updated over a week ago

Setting up TFA (Two-Factor Authentication)

Team member are able to TFA for extra security of your account

Written by Tim Nixon
Updated over a week ago

How to Add Tags

How to add, delete and use tags

Written by Pete Vatistas
Updated over a week ago

Sandbox vs Production

Written by Pete Vatistas
Updated over a week ago