How to: Add a Member
This guide shows Administrators how to add a new member to their Hellotracks Business account and assign a role.
Step 1: Go to Members from the Manage section of the main menu.
Step 2: Click + New Member.
Step 3: Choose whether to use an email address by toggling the option. If you choose not to use an email address, create a username and password for this user and share the credentials in person.
Step 4: If you use an email address for this user, Hellotracks will send an invitation to that email with instructions for setting up the account.
Step 5: Select from three roles: Worker, Operator, and Administrator. To learn about the difference between each role, click here. Then, click Add.
Note: Alternatively, you can create an invite code and share it with this user. Anyone who signs up using the invite code in the mobile app is automatically assigned the Worker role in your Hellotracks Business account. To learn how to create and share an invite code, click here.
For Removed Members: If you are re-adding a member who was previously removed, use the exact same username and/or email address. Doing so will automatically retrieve and link all of their past activity and job history to the re-added account.