Skip to main content

Add your organisation to Onetrace

How to invite your company to Onetrace and assign roles to them

Onetrace avatar
Written by Onetrace
Updated this week

Invite your team into Onetrace, assigning different roles to each individual depending on how they will be using Onetrace.


Add your organisation

  1. Navigate to Settings in the bottom left-hand corner of your screen

  2. Select Members from the sidebar

  3. Click on the blue Invite Members button

  4. Enter the email address

  5. Select the Team (if using - find out more about teams here)

  6. Select the Role:

    1. Owner - Full access to everything, including account, billing and invoices.

    2. Admin - Full access to everything on all devices, but cannot access account or billing details

    3. Manager - Can view all projects but cannot access/edit settings & library

    4. Operative - Can create, edit and update jobs on mobile but can only view on desktop

  7. Click the blue Invite Member button

  8. The person you are inviting will receive an email to create an account and password

โš ๏ธ Only an Admin or Owner can invite new members to Onetrace, learn more about roles in Onetrace

Did this answer your question?