Invite your team

Everyone who works in Kluvan signs in with their own e-mail address. You invite them; they accept from the e-mail and sign in with a code, like you. Each person has a role, a seat and a list of rights.

Before you start

You need to be the owner or a manager. Decide each person's seat first (see Seats):

• Full: everything their role allows.
• Field: assigned work, time, photos and checklists on the phone pages.
• Restricted: self-service only: their own time off, payslips, expense claims and assigned checklists.

Steps

1. Open Team → Users and choose Invite.
2. Type the person's Name and E-mail.
3. Pick the Role: Manager or Team member.
4. Pick the Seat: full, field or restricted.
5. Optional: pick one of the Presets to tick a ready-made set of rights (for example for an accountant or a store keeper). You can change each right later.
6. Choose Send the invitation.

The person gets an e-mail with a link. They confirm their name and they are in. If the e-mail does not arrive in a few minutes, ask them to check Junk or Spam, then use Resend under Pending invitations.

Choose what each person may do

1. Open Team → Users and pick the person.
2. Open Rights and tick what this person may do without a manager: for example see costs, give discounts above a limit, approve bills, see salaries.
3. Choose Save.

Roles

Good to know

• An invitation lasts 7 days. A pending invitation already counts as a seat; cancel it if the person will not join.
• With several branches, a team member can be limited to some branches: they see only those branches' records.
• To stop someone signing in, choose Deactivate on their row. Their past work stays in the records and the activity log.
• HR has its own rights for salaries and documents: see Roles and rights.
• Next: bring your data.