Setting Up Your Users in Trailmap
Begin your journey in Trailmap by adding your user account, establishing accounts for your team, and managing access for each user in your organization..
Access Your Account
Your account is created when you place a marketing order
Log in to access your dashboard
Add a New User
Go to Administration → Users (left sidebar)
Click the “+” (Add User) button
Enter:
Name
Email
Username (use email)
Role
Click Add
User Roles
Administrator: Full access + can add users
Standard: Limited access, no user creation
After Adding a User
They’ll receive an activation email
Must set up their account within 48 hours
Manage Users
Reset password: Open user → click Reset Password
Remove user: Click the trash can icon
Important Notes
Email comes from info@steepdigital.com
Check spam/junk if not received
You can resend or copy the activation link
Do not share access outside your organization