ComTrack

General · Getting started

Staff Members: sub-users and separate logins for staff

Invite staff and choose which tabs they can see.

1 min readUpdated Includes video

Watch the Staff Members walkthroughLoom video

Step 1: Initiate Staff Invitation 0:00

  • Open ComTrack.
  • Locate the 'Invite Staff' option.

Step 2: Enter Staff Member Details 0:18

  • Input the staff member's name (e.g., John Smith).
  • Enter their email address (e.g., john@gmail.com).

Step 3: Set Access Permissions 0:34

  • Review the tabs available on the left side of the screen.
  • To grant access to all tabs, click 'Select All'.
  • To customize access:
    • Deselect any tabs you do not want them to access (e.g., 'File Management').
    • Use the 'Show Hidden' option if necessary.

Step 4: Send Invitation 0:54

  • Click 'Send Invitation'.
  • The staff member will receive an email invitation.

Step 5: Monitor Invitation Status 1:12

  • Check the status of the invitation:
    • It will show as 'Pending' until the staff member accepts it.
    • Once accepted, it will change to 'Accepted'.

Step 6: Staff Member Login 1:21

  • Inform the staff member to log in using the same URL as you.