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Inviting Users

To add a new User and give them access to OnTrack, you need to follow these steps:

  1. Click on the My Account button on the left side navigation menu.

    My Account button example

  2. Click Account Users.

    Screenshot with Account Users button highlighted

  3. Click Invite Users.

    Screenshot with INVITE USERS button highlighted

  4. Here, you'll need to complete the Email field with the user's email you want to invite and click Submit.

    Screenshot with complete emails modal USERS button highlighted

  5. OnTrack will send an email to that address that looks like this:

    Example of a verification email

  6. The user needs to click Verify email and follow the instructions to set up their account.

Pending Invitations​

If you have invited a user but they have not yet accepted the invitation, you can see their pending invitation in the Pending Invitations section. Here, you can also click Delete to cancel the invitation if needed.