Adding members and their qualifications to your Onetrace account is simple. The Members tab lets you invite users and keep their information up to date, helping you:
Assign the right people to projects
Prove your team’s competence to clients
Stay compliant with legal and regulatory requirements
Add a member and qualifications
How to add members and their qualifications:
Navigate to settings in the bottom left-hand corner of your screen
Select members from the left-hand sidebar
Click the + Invite Members button
Input the email, assign a team and the role from the dropdown menus
Click Invite member
The invited member will receive an email to create, or join with their Onetrace account
Once the member is active, click on their name to add further details
Click Edit to add further employment information such as;
Employee number
Tax number
Hourly rate
Day rate
Scroll to the bottom of the page to add qualifications
Click the Add Qualifications button
Enter the qualification name, reference and expiry date along with any supporting documentation.
Remove members from Onetrace
Step 1: Review and Manage Open Jobs
Before a member can be removed, all of their in-progress jobs must be reassigned or closed.
You can locate their open jobs in two ways:
Within a project
Via the Global Jobs page, where you can use filters to sort by operative and job status
Step 2: Recall or Reassign Jobs
Select the job you need to update.
Click Recall (located next to the job number).
A modal will appear with the following options:
Force complete the job
Reassign the job to another operative
Recall from device so it can be resumed on another device
Delete the job
If the job was started in the Onetrace app, all recall and reassignment options will appear.
If the job was started on the desktop app, you will only be able to force complete it. You can then reassign it afterwards if needed.
Once all in-progress jobs have been handled, you can proceed to remove the member.
⚠️ These actions may lead to data loss if the operative still has unsynced data on their device.
Step 3: Remove the Member
Go to Settings (bottom left corner of your screen).
Select Active Members.
Click the three dots next to the member you want to remove.
Choose View Profile.
Scroll to the bottom of the page and click Remove Member.
Type REMOVE (in capital letters) to confirm.
Step 4: (Optional) Reduce Your Number of Seats
If you would like to remove the seat associated with the member—and you are above the minimum requirement of five seats—this can only be done by the Account Owner.
How to remove seats
Go to Billing.
Select Subscription from the left-hand menu.
Click Manage Seats.
In the modal, use the + / – buttons to remove unneeded seats.
You cannot reduce seats below the minimum of five.
Your updated monthly bill and the date the changes will take effect will be displayed.
Click Proceed to Checkout.
Review the summary, including monthly and any pro-rata charges.
Select Confirm Purchase to finalise the change.