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. To learn how to create and share an invite code, click here.