How to Manage User Roles on TrackingMore
Roles provide different levels of access to members based on the task they perform. TrackingMore allows you to grant role-based access to members. When inviting members to the TrackingMore, you can control the privileges of the members by assigning different roles to them.
📢 What you'll learn
In this tutorial, we will discuss:
How to add or remove a member in TrackingMore
How to transfer ownership
FAQs
How to add or remove a member in TrackingMore
- Go to TrackingMore Settings > Sub Account
- Click "Invite member"
- Enter the email address and select a role for the member
- Click "Add"
After the above steps, TrackingMore will send an invite email to the new member with a link to set up their TrackingMore account.
After invitation accepted, then you can view the invitation status by logging in TrackingMore master account ---> TrackingMore settings---> Sub Account
To delete or remove a member from your TrackingMore master account, click the delete icon against the member's name.
How to transfer ownership/role
- Transfer ownership of master account
Go to TrackingMore settings--->Profile--->Click "change email"--->enter the password of old email account & click "confirm"--->enter the new email address & click "send verification code" to the new email, then click "update email" to finish it.
- Transfer orole of member account/sub account
Log in TrackingMore master account ---> TrackingMore settings---> Sub Account --->Click "edit"---> change the role--->Click "update"
Note: Only the Owner has the authority to transfer the ownership to any organization member.
FAQs
Who can invite a member?
Only the owner of the TrackingMore master account can invite a member.
Who can configure the role of a member?
Only the owner or admin of TrackingMore master account can edit the role of a member.
Updated on: 28/03/2023
Thank you!