[5.0] Adding Sub-users Checklist
This guide walks through the steps to adding new sub-users to the HailTrace app
1. Add Sub-User: Begin by entering the user's information and assigning roles. If you need a refresher on roles, read Understanding Roles.
2. Sub-User Account Setup: After adding the user, they will receive an email, inviting them activate their account.
3. Password Creation: Once the user selects the invite link, they will setup their new password and complete onboarding
4. Complete training: To enhance their understanding of our app, we recommend having new users learn the app with one of the following tools:📚 Knowledge Base Articles: Find answers to specific feature questions anytime in our Knowledge Base so you can start learning new tools today. 🎥 YouTube Videos: Get quick wins fast with short videos you can watch anytime and apply right away. 📅 Live Trainings: Join interactive sessions every Tuesday and Thursday, including Mobile Foundation Training for field users and Browser Foundation Training for office/account managers.
Here are additional available resources:
Call our Customer Success Team at 855-334-4245
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