Invite your team and set roles

Invite your team

TrackDME supports unlimited users, so bring your whole team on. Inviting and managing teammates is an admin-only task, and it lives in Company settings under the Team card.

To open it, click your user menu (top right), choose Company settings, then find the Team card.

Send an invitation

1. In the Team card, find the invite form.
2. Enter the teammate's Email.
3. Pick a Role, either Member or Admin.
4. Click Invite.

The recipient gets an email with a join link. When they accept, they appear in your active members list.

The two roles

• Admin: can manage settings and members, plus do all the day-to-day work (scanning, checking units in and out, editing the catalog, and more).
• Member: can do the day-to-day work only. Members cannot reach Company settings.

Pick Member for most of your team. Reserve Admin for the people who manage your account, catalog, integrations, and teammates.

Change a member's role

1. In the Active members list, find the person.
2. Use the role dropdown next to their name.
3. Choose the new role.

The change takes effect right away. For example, promote a Member to Admin when they take on account management, or move an Admin back to Member when they no longer need settings access.

Remove a member

1. In the Active members list, find the person.
2. Click the X next to their name.

You cannot remove yourself. Your own row is marked (you), and it has no remove option. If you need to leave, have another admin remove you.

Revoke a pending invitation

Invitations that have not been accepted yet show up under Pending invitations.

1. Find the invitation in the Pending invitations list.
2. Click Revoke.

The join link stops working, so this is the right move if you sent an invite to the wrong address or no longer need that person to join.

Next steps

Learn what else lives in Company settings, and see how teammates manage their own details in Your profile.