Adding members and guests to your Onetrace account is quick and easy. This guide will provide you with an overview of the functionality of the Members tab and step-by-step instructions to invite members or guests to your Onetrace Account.
Overview of the Members Tab
Your dashboard will provide an overview of the following:
1. This tab will provide an overview of the total number of Seats that are currently in use within your organisation.
2. This tab will provide a list of your Active Members and Pending Invites within your organisation.
Steps to Invite a Member
1. Log into your account at app.onetrace.com
2. Choose the Settings tab using the left navigation bar.
3. Click the Members tab.
☝️ Members: A member can perform tasks through the mobile app but will be limited to read-only access in the main system. They can only view projects to which they are added.
4. Click the + Invite Members button.
5. Input the Email, and assign a Team and the Role using the dropdown menu.
6. Click the Invite Member button.
Need more help?
Feel free to message us via live chat; we will be happy to help! 😁