Invite your team, assigning different roles to each individual depending on how they will be using Onetrace.
Monitor team workloads and bandwidth to balance responsibilities effectively
Set access controls and permissions based on team roles
Add your organisation
How to add your organisation to Onetrace:
Navigate to Settings in the bottom left-hand corner of your screen
Select Members from the sidebar
Click on the Invite Members button
Enter the email address
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, but cannot access account or billing details
Manager - Can view all projects but cannot access/edit settings & library
Operative - Can create, edit and update jobs on mobile but can only view on desktop
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