*⚠️ Please note: This functionality is only available when logged in with an administrator account.

The Team Management feature allows you to easily add, invite, or remove administrators or employees within the app.

How To Add An User

1. Open the Klearly app and go to 'Functionalities,' then select 'Team Management'.
2. Tap the purple plus (+) button in the bottom-right corner.
3. Enter the email address of the person you want to invite.
4. The invited user will receive an email with instructions to create a user account within the Klearly account.

Roles And Permissions

When inviting a new user, you’ll be asked to assign a role. This role determines the level of access the user will have in the Klearly app. 

Owner

• Can invite both administrators and employees
• Can accept transactions and issue refunds
• Has full access to all data
• Can manage settings and features

Administrator

• Can invite both administrators and employees
• Can accept transactions and issue refunds
• Has full access to all data
• Can manage settings and features

Employee

• Can only view, accept, and refund their transactions
• Cannot invite other users or change settings
• Can see a limited list of transactions and daily totals, if enabled by an administrator or owner