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Getting Started

How do I invite my team to TrackZero?

Inviting your team to TrackZero is simple and allows you to collaborate efficiently on your organisation's sustainability goals.

Accessing the team settings

  1. Click the Settings (cog wheel) icon at the top right of the page.
  2. Select Team from the left-hand sidebar.

Viewing and managing team members

  • View Team Members: The team section displays a list of current users, including their First Name, Last Name, Email, and Role.
  • Edit User: Click the Edit icon next to a user to update their details.
  • Remove User: Click the Delete icon to remove a user from the team.

Inviting a new user

  1. Click the Invite User button in the Team section.
  2. Fill in the required details in the Invite User form:
    • First Name
    • Last Name
    • Email Address (required)
  3. Select a role to define the user’s level of access:
    • Administrator – view and manage all features and settings.
    • Collaborator – view and edit Measure data for all sites, or only specific sites if you restrict them. If restricted to specific sites, they can't access Plan, Engage, Promote, or Messages, and can only work with the sites they've been given access to. You can set which sites they can View and which they can Edit individually, or leave All Sites ticked for full access.
    • Delegate – view and edit only the specific questions assigned to them within an assessment. They won't have access to Measure's main pages, the Ledger, Footprint, record creation or deletion, or Messages.
  4. Click Save to send the invitation.

Managing permissions

  • Assign roles carefully. Only give the Administrator role to users who require full access to data and settings.
  • Regularly review team access to maintain security and efficiency.