Invite Your Team

Once your account is set up, you can invite team members to join your Trackod workspace. This section explains how to navigate to Settings, invite members, and help them get started.

Admin only

Only Admins can invite team members. If you are a Member, you will not see the invite options described here. Ask your Admin to add new team members.

Navigate to Settings

After logging in, you will see the main Trackod screen. The landing page may change as we update Trackod, but accessing Settings always works the same way.

User Menu with Settings Option — The top-right corner showing the user menu open with the user's name, role (Admin), and options for 'Settings' and 'Sign out'.

Invite Team Members

In the Settings page, you will see the Team Members section.

Settings - Team Members Page — The Settings page showing Team Members list with names, emails, and roles (Admin, Member, Pending). Below is a form to add new members with Full name, Email, and Role fields.

Understanding Roles

Role	What They Can Do
Admin	Full access to Trackod, plus the ability to add or remove team members
Member	Full access to Trackod, but cannot add or remove team members

Recommendation

Create most team members as Members. Only give Admin access to people who need to manage the team.

Adding a New Team Member

To invite a new team member, fill in the form at the bottom of the Team Members section:

Field	What to Enter
Full name	The team member's name
Email address	Their work email address
Role	Select "Member" (recommended) or "Admin"

Click "Invite" to add them.

The new member will appear in the list with a "Pending" status until they create their account.

After inviting a team member, they need to create their account.

Coming soon

Trackod does not yet send invitation emails automatically. This feature is coming soon.

For now, share the login link with your team members directly:

Login link: app.trackod.com

Send this link via email, WhatsApp, or any other channel. Ask them to:

Troubleshooting

I did not receive the verification email

Check your spam or junk folder. If you find it there, mark it as "Not Spam" so future emails arrive correctly. If still not found, try clicking "Resend code" on the verification screen.

I forgot my password

On the login page, click "Forgot password?" and follow the instructions to reset it.

Make sure they are using the exact email address you entered when inviting them. The email must match exactly — including capitalization and any dots or special characters.

I do not see the Settings option

Only Admins can access Settings. If you are a Member, ask your Admin to make changes.

Summary

Here is a quick reference for the setup process:

Step	Who	Action
1	Everyone	Go to app.trackod.com
2	Everyone	Create your account (first time only)
3	Everyone	Verify your email with the code sent to your inbox
4	Admin only	Set up your company (first time only)
5	Everyone	Navigate using the top-right menu
6	Admin only	Go to Settings then Team Members to invite your team
7	Admin only	Share app.trackod.com with team members so they can sign up

What's Next

You are now ready to start using Trackod. The next section will show you how to import your purchase orders.

Continue to Import Purchase Orders to bring your orders into Trackod.