Navigate to the Team Page
To invite a team member:
Go to the Team Page in Subtrak.
Enter the Team Member’s Information
At the top of the Team Page, you’ll find the Invite Team Member section.
Enter the email address of the person you want to invite.
Select their Access Level (Administrator, Editor, or Viewer).
Choose the Access Level
There are three access levels in Subtrak:
Administrator
Full access to all projects and departments.
Can manage the team and adjust settings.
Editor
Can edit projects, departments, workflows, and tasks.
Cannot access the Team or Settings pages.
Viewer
Can view all information but cannot make edits.
Cannot access the Team or Settings pages.
Choose the access level based on the team member’s responsibilities.
Assign a Company Role (Optional)
You can assign the new team member a Company Role, which helps define their responsibilities:
Examples of Roles: Project Manager, Foreman, Accounting Manager.
Purpose: Roles help clarify which tasks a team member is responsible for. For example, tasks in workflows can be assigned to roles instead of individual users.
💡 Tip: You can customize the list of available company roles in the Settings Page.
Send the Invitation
Click the Invite button to send an invitation email to the team member.
The email will include a link for them to join Subtrak.
Once they click the link, they’ll be prompted to set a password and log in to your team’s account.
Inviting team members to Subtrak allows you to collaborate, assign responsibilities, and streamline your workflows. Follow the steps below to add a team member and assign their access level and company role.
Updated over a week ago