How to: Create a Member
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. To learn how to create and share an invite code, click here.