How to add an associate

Updated on February 3, 2023

Follow these steps to add an associate to TrackPath. First, make sure you’re logged in to TrackPath.

Select Associates from the navigation menu on the left, and then click Add associate at the top right of the page. Screen Shot 2023-02-03 at 4 18 17 PM

Enter basic information such as first name, last name, employee ID, email, and phone number.

Next, enter employment details such as hire date, job title, employment status, and which account and cost center they belong to. If this associate is also a supervisor, make sure to check the box that says “This associate is a supervisor”.

Once you’ve added all the relevant information, select Save changes. Screen Shot 2023-02-03 at 4 27 09 PM

The associate is now created!


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