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 Thomas Bongiorno

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 over a week ago

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 Thomas Bongiorno
Updated over a week ago

Sandbox vs Production

Written by Thomas Bongiorno
Updated over a week ago