How to Invite your Team Members to the Team

As your business expands, the need to hire more hands will most likely arise. And when it does, putting together a team to whom you will delegate certain tasks to would suffice. 

Thankfully, Trackmage lets you onboard team members, and assign different tasks to them. In this article, you will learn how to do just that in three simple steps.

Step 1

When setting up your Trackmage account, you'd be required to create a team and workspace. This is will be the default team and workspace you'd be working with. 

However, you can always create more teams and workspaces afterward. To create a new team, in your dashboard click the menu icon, and then Manage Teams

There are three steps in creating a new team. First, you must assign a "Team Name"

In the second step, create the workspace where the team would be working. Without a workspace, there can't be a team. 

And for the subdomain, don't worry about it for it will automatically populate as you type the workspace title. The fourth and last part is where you are congratulated. So there is no other input needed from you. 

Now you've created a new team, you can then proceed to the next step.

Step 2

Click the menu icon once again, and then the cogwheel icon to the team you wish to work with

Click the Workspace Permissions tab

In the Users field, type in the email address of the user you wish to invite. You can add multiple users simultaneously. Select the level of permission (in this example we went for "Read"). Then choose a workspace where the team will work from. Finally hit the Apply button and confirm the entry.

Step 3

The newly added user will be sent a confirmation email.

All s/he needs to do is to click the Access My Teams button in the email. For first-timers, a new account will have to be created, but for return users, all that is needed is to for them to simply log in.

And with that, you've brought a new user on board.

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