With the Team Management feature, you can easily add, invite, or remove admins or team members within the dashboard.

How to Add a User

1. Open the Klearly Dashboard and go to Team Management.

2. Click Invite a Team Member in the top-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 your Klearly account.

Roles and Permissions

When inviting a user, you’ll choose a role. This role determines the permissions for that user.

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