Invite a staff member

Owners and Admins can invite new staff. Managers can invite too if you’ve turned on the Manage users permission for them — by default that switch is off.

You’ll find the invite flow at Admin > Users in the sidebar.

Send the invitation

1. Open Users.
2. Click the Invite button.
3. Enter the person’s name and email address.
4. Pick the role that matches their job. (See What each role can do if you’re not sure.)
5. Link to their TRACS employee record — either pick from the dropdown of existing TRACS employees, or enter the link manually if their TRACS record isn’t found.
6. If you run multiple shops, select which shops they get access to.
7. Click Send Invitation.

After you send the invite, a quick permission modal opens so you can flip any individual permissions before the new staff member even signs in. You can skip this and come back to it later.

After the invitation

The new account shows up on the Users page as Invited until the person opens the invitation email and finishes setting up their password. If they didn’t get the email, you can resend it from the Users page.

Common issues

• Invite never arrived. Check the email address for typos, then check the person’s spam folder. Resending costs nothing.
• Wrong role chosen. Open the user from the Users page and update the role — see Change a user’s role.
• Limited shop access needed. Set that after the account exists — see Assign shop access.