Creating Your First Team

Get your team up and running in Tracktron in just a few minutes.

Step 1: Sign Up or Log In

If you haven't already, create an account or log in to your existing account.

Step 2: Create a Team

  1. Navigate to Business Dashboard
  2. Click "Create Team"
  3. Enter your team details:
- Team Name: Your company or department name - Team Slug: A unique URL identifier (e.g., "acme-corp") - Description: Optional description of your team

Step 3: Configure Team Settings

After creating your team, you'll be taken to the team dashboard. Consider configuring:

  • Currency: Set your preferred currency for subscription tracking
  • Fiscal Year: Configure when your fiscal year starts
  • Notification Preferences: Set up renewal and spending alerts

Step 4: Invite Team Members

  1. Go to Settings > Members
  2. Click "Invite Member"
  3. Enter their email address and select a role:
- Admin: Full access to all features and settings - Member: Can view and add subscriptions - Viewer: Read-only access to dashboards

Step 5: Add Your First Subscription

Now you're ready to start tracking! See our guide on Adding Subscriptions to get started.

Tips for Success

  • Start with your biggest expenses: Add your most expensive subscriptions first
  • Assign owners: Make sure each subscription has a responsible person
  • Set renewal dates: Enable alerts for upcoming renewals
  • Categorize properly: Use consistent categories for better reporting