How to: Create a Member

Step 1: Go to Team from the Manage section of the main menu.

Step 2: Click + New Member.

Step 3: Choose whether to use an email address or not by toggling the option. If you opt 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 along with instructions on setting up the account via the mobile app.

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 from the bottom corner and share it with this user. The invited user will be automatically granted a Worker role in the account.

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