Skip to main content

Adding a new Introducer to Tracker

Jen Ellis avatar
Written by Jen Ellis
Updated over 3 months ago

Make sure you are logged into Tracker and in the home screen.

Navigate to the left hand side bar and click on "Introducers"

Click "Add New User" at the top of the page.

The "Add New User" screen should then appear.

All fields will need to be completed on this form, paying close attention to the "Introducer ID" and "3rd Party Platform Reference" fields.

Once the above steps are complete, the Introducer should receive an email with an invite to log in to Tracker.

Did this answer your question?