This guide walks through the full process of adding a staff member to your facility in the Trackman Portal. The workflow has two parts:

1. The staff member creates and verifies their own Trackman Portal account
2. A facility admin assigns the staff member a role within Facility Management

Part 1 - Staff Member: Create and Verify Your Trackman Portal Account

Before a staff member can be added to a facility, they must first create a Trackman Portal account.

Create the Portal Account

1. Go to the Trackman Portal sign-up page.
2. Enter your name and email address (a work email is recommended).
3. Complete the CAPTCHA to continue.
4. Choose a password.
   • Passwords must include at least one uppercase letter.
5. Accept the Terms & Conditions and review the Trackman Privacy Notice.
6. Submit the form to create your account.

Add and Verify Your Phone Number

1. Go to Profile Settings in your Trackman Portal account.
2. Add your phone number to your profile.
3. A verification code will be sent to that phone number.
4. Enter the code to complete verification.
5. Your Portal account is now ready to be added to a facility.

Part 2 - Facility Admin: Add the Staff Member to Your Facility

After the staff member has created and verified their account, a current facility admin must add them to the facility.

Navigate to Access Management

1. Log in as a facility admin.
2. Go to Facility Management.
3. Select Facility Overview.
4. Find the Access Management section.

Add the Staff Member

1. Click Add New User.
2. Enter the email address of the staff member who created the account.
3. Select the appropriate role for this user.
4. Submit the changes.
5. You will see a confirmation message once the user has been successfully added.