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Team members are the people who work jobs in your business. They get access to their assigned jobs, can update job status and add field notes, and log in through a separate team portal — no access to your quotes, invoices, or account settings.

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Adding a team member

1

Go to Team settings

Open Account → Settings → Team.
2

Invite the team member

Enter their first name, last name, and email address, then tap Send Invite.
3

They set up access

Your team member receives a welcome email. When they’re ready to log in, they go to your team portal (see below) and sign in with their email using a one-time code.

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The team portal

Team members don’t log in through clarely.app. They use a separate team portal — a dedicated URL tied to your business. Your team portal URL is based on your business slug, which you can find and customize in Account → Settings → Business. How team members log in:
  1. They open your team portal URL in a browser (or save it to their home screen)
  2. They enter their email address
  3. Clarely emails them a one-time access code
  4. They enter the code to sign in
There’s no password to set up or remember. Each login generates a fresh code sent to their email. Sessions last up to 10 hours.

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What team members can do

Team members see only what they need to do their job:
  • View their assigned jobs and job details
  • See client name, address, and phone number for assigned jobs
  • Update job status (In Progress, Completed)
  • Add and edit field notes on in-progress jobs
  • Update their own name
Team members cannot:
  • See unassigned jobs or other team members’ jobs
  • View quotes, invoices, or pricing
  • Access billing or account settings
  • See owner notes (only team notes are visible)

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Removing a team member

Go to Account → Settings → Team, find the team member, and tap Remove. Their access is revoked immediately — their active session is invalidated on the next action. Jobs they were assigned to remain assigned; reassign them if needed.

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Team notes vs owner notes

When creating a quote or job, you have two note fields:
  • Owner notes — private to you only, never visible to team members
  • Team notes — visible to the assigned team member through the team portal
Use team notes for anything the crew needs on-site: gate codes, parking instructions, what to avoid, client preferences.

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Team member limits

The number of team members you can add depends on your plan. See Plan and billing for details.