Administer accounts

If your organization uses multiple Trumba® accounts all billed under one, you can designate one or more of them administrator accounts. On the Accounts page, you can:

• View all of the Trumba® accounts.
• Change the display name and admin notes for any of your accounts.
• Edit a user's account information.
• Add a new editor account (Enterprise customer only).
• Share calendars with a user.
• Sign in to someone else's account as the account's owner.
• Export the accounts list to a comma separated values (.csv) file.

Note You must already have set up your administrator account with Trumba Corporation before you can perform the tasks described in this topic. If you have not done this yet, contact your Sales or Support representative to enable your account for administrator access.

View accounts

On the Accounts page, you can view all accounts, including type of account, groups the user belongs to, and the last sign-in date.

To change the display name and/or admin notes about an your account:

1. Sign in to your administrator account, and from the Settings menu, click on Accounts.

   Note If you do not see the Settings menu, double-check that you are signed in to the account that you asked your Trumba representative to enable for administrator access.

2. On the Accounts page, edit the Name and any Admin notes for the account.

Edit accounts

To edit account information:

1. On the Accounts page, click Edit in the Actions column.
2. On the Account Settings page, make any changes to the account, including adding the user to any groups necessary.
3. Click Save Account Settings to save the changes.

Note For Enterprise customers, administrators also have the option to close an account.

Add a new editor account

Administrators for Enterprise accounts can add new and close unused editor accounts.

Note If personnel with a Trumba account changes, it is recommended to close the account and create a new account rather than reassiging the account.

To add a new editor account:

1. On the Accounts page, click + Add Account.
2. On the New Account Settings page, enter the Display name and Email for the new user.

Once the account has been saved, a account email is sent to the new user:

• For customers using Single Sign-On (SSO), the account activation email contains instructions for signing in.
• For customers not using SSO, the account notification email contains a link for setting the account password.

If you do not want the new user to receive this email, uncheck the Send email box.

3. Make any other changes to the account, including adding the user to any groups necessary.
4. Click Save Account Settings to save the changes.

Note For Enterprise customers, administrators also have the option to close an editor account. On the Account Settings page, click Close Account.

Share calendars with a user

To share calendars with a user:

1. On the Accounts page, click Sharing in the Actions column.
2. On the Sharing page, select the Share Level for the calendars you want to share.
3. Click Save Sharing to save the changes.

Sign in to an account as the account's owner

If one of your Trumba calendar editors is having trouble signing in to his or her account, an administrator can use the Administer Accounts page to sign in to that person's account as that person. Then the administrator can reset the password or make other critical changes.

In Trumba Connect, when an administrator signs in to someone else's account as that person, it is called impersonating.

Caution Signing in to someone's account by impersonating him or her gives you full access to that person's account. Please use caution when impersonating another account holder and make sure to sign out properly according to the steps in the following procedure.

To impersonate another user to gain access to his or her account:

1. On the Accounts page, click Impersonate in the Actions column.
2. Take any actions necessary in the impersonated account.
3. To return to the Accounts page, click on the user's name in the upper right-hand corner, then select Sign Out.

Export the accounts list to a comma separated values (.csv) file

If you administer a large number of accounts, you may want to export your accounts list so you can manage it in a spreadsheet or database program.

To export your accounts list:

1. On the Accounts page, at the top of the page, click Export.
2. The file is saved to your computer as accounts_year-month-day.csv. For example, accounts_2025-10-020.csv