2.2 Getting Started with Hellotracks
2.2.1 Creating a Member
Step 1: Open Hellotracks, on the main menu, click on "Team", then click "+Add Member"
Step 2: Enter the member information
Step 2.1: Select the role type. You can choose between Worker, Operator, and Administrator.
Step 2.2: Enter a profile name for the member. This can be a position-specific title of the team member's name, e.g. Driver 1, John Smith, Jane Doe, etc.
Step 2.3: Enter a username. This will be the login username for the member, it is suggested that you use an email address as this is a unique identifier. E.g. firstname.lastname@example.org. john.smith, driver.johnsmith, etc.
Note* Usernames are not editable. This means you must stay with this username once you finish creating the member.
Step 2.4: Create a password or generate an automatic password.
*Remember, all data is always editable except for the username.
Step 3: Click "Create Member" to finish creating the team member
Congratulations! You have now added a new member to your team.
2.2.2 Downloading the App
Step 1: Ask all team members to download the Hellotracks app to their devices
Step 2: Make sure to inform your members to use the credentials that you have created for them.
Step 2.1: Please read the privacy notice that appears on the first time login and accept.
Note* If they do not use the proper credentials or if they create their own credentials, this will create a second account not associated with the correct Hellotracks Business Account. This leads to delays from our end, as we have to then port them over to the proper account.