Adding operatives and guests to your Projects is quick and simple. This guide will walk you through the necessary steps to invite a member or guest to a Project.
✨ Before inviting members to your project, first, add them to your team within your Onetrace account.
This guide will walk you through the steps to:
Steps To Invite a Member to Your Project
1. Log into your account at app.onetrace.com
2. Choose the Projects tab from the left-hand menu.
3. Choose the Project you wish to invite a member to.
4. Click the Members button from the top-right corner.
5. Choose a Member using the drop-down menu.
✨ You can toggle between inviting a Guest or a Member depending on whom you wish to invite to this particular project.
✨ You can also select multiple Members at once from the drop-down menu.
6. Click the Add button.
Steps To Invite a Guest to Your Project
1. Log into your account at app.onetrace.com
2. Choose the Projects tab from the left-hand menu.
3. Choose the Project you wish to invite a member or a guest to.
4. Click the Members button from the top-right corner.
5. Choose a Guest using the drop-down menu.
✨ You can toggle between inviting a Guest or a Member depending on whom you wish to invite to this particular project.
✨ You can also select multiple Guests at once from the drop-down menu.
6. Click the Add button.
Providing you with a straightforward and easy way to get your team up and running on the system, you can spend less time on admin tasks and dedicate additional time to productive tasks at hand.
That covers how to invite operatives, members and guests to your Projects. You're now ready to create and collaborate on your projects.
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