Bring your team into Onetrace, giving them the right access for the work they will be doing. Assign each person an available Workforce and/or Traceability seat, as well as assigning them roles in Onetrace and associating them with a team.
Monitor team workloads and bandwidth to balance responsibilities effectively
Set access controls and permissions based on team roles
Add your organisation
* Images shown are for illustrative purposes only. Actual product may vary.
How to add your organisation to Onetrace:
Navigate to Admin in the bottom left-hand corner of your screen.
Within the Members area, click on the Invite button on the right-hand side of the screen.
Enter the email for the person you would like to invite.
Select the Team (if using - find out more about teams here)
Select the Role:
Owner: Full access to everything, including account, billing and invoices.
Admin: Full access to everything on all devices, including all projects.
Manager: Can view all projects but cannot access/edit settings or the library.
Operative: Can create, edit and update jobs on mobile but can only view projects on desktop. Can only see and access projects they are invited to.
Click Next once you are happy with the information input.
You will then assign a seat to the person you are inviting.
Choose which seat your team member needs, if you have both workforce management and traceability packages included within Onetrace. A member needs to have at least one seat.
Traceability - Access to jobs, forms, approvals, and more. - needs refinement
Workforce management - Access to Planner and Timesheets.
Click the Invite Member button
The person you are inviting will receive an email to create an account and password.
⚠️ Only an Admin or Owner can invite new members to Onetrace, learn more about roles in Onetrace.