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.