With the Team Management feature, you can easily add, invite, or remove admins or team members within the dashboard.
How to Add a User
Open the Klearly Dashboard and go to Team Management.
Click Invite a Team Member in the top-right corner.
Enter the email address of the person you want to invite.
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
This role can't be selected when inviting someone. It's assigned automatically to the person who signs up for Klearly during registration.
- 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
The Finance, Operation and Customer service roles can only be invited or assigned through the Klearly Dashboard, not through the app.
Finance
- Can only download reports and see aggregated amounts in the dashboard
- Cannot access the mobile app
Operation
- Has read-only permissions
- Can generate easy login codes to help employees log into the app
- Can view products, tags and shifts
- Cannot access the mobile app
Customer service
- Can generate easy login codes to help employees log into the app
- Can view products, tags and shifts as well
- Cannot access the mobile app