How to: Add a Member
This guide shows you how to add new members to your account. By adding members, you can invite your team to start using Hellotracks, assign them a role, and get them set up to track their activities and complete jobs in the field.
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.
Note: Alternatively, you can create an invite code and share it with this user. Any user who signs up using the invite code on the mobile app will automatically be assigned the Worker role in your Hellotracks Business account and become active upon successful login. 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.