How to Create a Member
This guide shows administrators how to create a single member in their Hellotracks Business account and assign a role.
Note: To invite several people at once by email, use Invite people instead. To learn how, click here.
Step 1: Go to Manage from the main menu, then select Members.
Step 2: Click Invite people and select Add one person.
Step 3: Choose how the new member logs in. With the switch on Email (Email as username), enter their email address. Hellotracks sends an invitation to that email with instructions for setting up the account.
Step 4: If the new member doesn't use an email address, switch to Without email and set an individual Username and Password. Share these login details with them in person.
Step 5: Enter the member's Name and select their Role: Worker, Operator or Administrator. To learn about the difference between each role, click here. You can also add a phone number under Phone. Then, click Add.
Note: Alternatively, share your invite code with the new member. Anyone who signs up with the invite code in the mobile app is automatically added as a Worker. You find the code under Invite code at the bottom of the Members page. To learn how to create and share an invite code, click here.