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Invite and manage members

How to add members, add their qualifications and change their role permissions

Onetrace avatar
Written by Onetrace
Updated over a week ago

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:

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

  2. Select members from the left-hand sidebar

  3. Click the + Invite Members button

  4. Input the email, assign a team and the role from the dropdown menus

  5. Click Invite member

  6. The invited member will receive an email to create, or join with their Onetrace account

  7. Once the member is active, click on their name to add further details

  8. Click Edit to add further employment information such as;

    1. Employee number

    2. Tax number

    3. Hourly rate

    4. Day rate

  9. Scroll to the bottom of the page to add qualifications

  10. Click the Add Qualifications button

  11. Enter the qualification name, reference and expiry date along with any supporting documentation.

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