Adding Team Members

Bring your team into Klearcut so everyone can access jobs, quotes, and customers.

Inviting a Team Member

1. Go to Settings → Team
2. Click Invite Member
3. Enter their email address
4. Select a role
5. Click Send Invite

They'll receive an email with a link to create their account.

Roles

Custom Permissions

Need more control? Adjust permissions per user:

1. Go to Settings → Team
2. Click on the team member
3. Click Permissions
4. Toggle individual permissions:
   • Create quotes
   • Create invoices
   • View all jobs (not just assigned)
   • Access reports
   • Manage inventory
5. Click Save

Managing Team Members

Change Role

1. Go to Settings → Team
2. Click on the team member
3. Select a new role
4. Click Save

Remove from Team

1. Go to Settings → Team
2. Click on the team member
3. Click Remove
4. Confirm

Their account is deactivated. Jobs assigned to them remain but can be reassigned.

Pending Invites

View invitations that haven't been accepted:

1. Go to Settings → Team
2. Click Pending Invites
3. Resend or cancel invitations as needed