How to create an account for your Employees?
How to create an account for your employees
Step 1: On the main menu click on 'Team' in the main menu and then click on '+ Add Member'.
Step 2: Enter the member information required.
a) Select the
role type: Worker, Operator or Administrator.
b) Enter a profile name for this member. E.g. Driver 1, John Smith, etc.
c) Enter a username. This will be the login for the member you can use an email address. E.g. j.smith@company.com. john.smith, driver.johnsmith, etc.
*Take into account that usernames are not editable.
d) Create a password or generate an automatic password.
b) Enter a profile name for this member. E.g. Driver 1, John Smith, etc.
c) Enter a username. This will be the login for the member you can use an email address. E.g. j.smith@company.com. john.smith, driver.johnsmith, etc.
*Take into account that usernames are not editable.
d) Create a password or generate an automatic password.
Note* Remember, all data is always editable except for the username.
Step 3: To finish, click on 'Create Member'
The new member account will be added to your Business Account. Every member will receive their credentials to the email address and/or phone number you have entered.
Remember you can always check the credentials, just click on the member’s name and click on the
'Open' button to confirm or edit the credentials. On the member's profile is always possible to edit profile name, password and contact email address.
Step 4: Ask all team members to download the Hellotracks app to their devices and log in with the credentials you've just created for them!
