There are two ways to test Trackler from a Trackee’s perspective.
Option 1: Preview forms and widgets
If you are logged in as a Track Leader, you can preview some parts of the experience.
Preview a form
When creating or editing a form, you can open a preview.
This allows you to see how the form will appear to the person filling it out.
This helps you check:
Whether the questions are clear
How the form is displayed
Whether the order of fields is correct
View widgets as a Trackee
On the Track Board, you can configure which widgets are visible for Trackees.
You can also switch the visibility view to see how the board appears from their perspective.
This allows you to verify:
Which widgets are visible to Trackees
Which information is only visible to Track Leaders
How the Track looks for participants
Option 2: Invite yourself as a Trackee
If you want to test the entire experience, including the invitation and onboarding flow, you can invite yourself as a Trackee.
Invite yourself to a Track using a different email address
Log out of TracklerPro
Open the invitation email sent to that other address
Click the invitation link
Create an account using that email address
You will now enter Trackler as a Trackee and can go through the full experience.
Important: log out first
You must log out before accepting the invitation.
If you are still logged in with the account that sent the invitation, you will receive an error message.
This happens because an invitation link cannot be accepted by the same user who sent it.
Logging out and accepting the invitation with another email address allows you to enter the Track as a real Trackee.
This way you can easily test how your Track, forms, and workflows are experienced by participants.