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.
✨ Only Admins and Account Owners have the authority to invite guests to their Onetrace account.
Overview of the Guests 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 Guests
1. Log into your account at app.onetrace.com
2. Choose the Settings tab using the left navigation bar.
3. Click the Guests tab.
☝️ Guests: They will be granted read-only access to specific projects chosen by the admin. They will not be able to perform tasks using the mobile app or make alterations to any information. Typically, guest access is extended to clients or third-party members such as auditors.
4. Click the + Invite Members button.
5. Select the email address and project you want to grant access to using the dropdown menus.
6. Click the Invite Member button.
Need more help?
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