Onboarding your team members
Invite people to your Tracero workspace, choose their roles and add members who do not need to log in.
Invite one person
- Go to Settings, Team, Invites.
- Choose a role, optionally a department, and add an optional message.
- Send the invite. Invites expire after 5 days.
A person who is already a member, or who has a pending invite, cannot be invited again. Resend or cancel the existing invite instead.
Invite many people
Upload a CSV file of users to invite everyone in one go.
Members who do not log in
Non-registered members (Settings, Team, NRM) are names only. Add them one by one or import them from a text file. They can hold custody of assets but cannot log in.
Before you start
- Personal workspaces cannot invite other users. Create a Team workspace first.
- Choose roles carefully. See user roles and their permissions.
- Once members join, you can give them equipment with custody.
Admins, owners and semi-admins can also keep notes on a team member from their profile.