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Documentation Index

Fetch the complete documentation index at: https://docs.clarely.co/llms.txt

Use this file to discover all available pages before exploring further.

This page is for business owners adding employees or contractors to Clarely. If you’re a team member who was just added to a Clarely account, skip to For team members: how to log in.

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Adding a team member

1

Go to Team settings

In Clarely, open Account → Settings → Team.
2

Invite them

Tap Invite Team Member. Enter their first name, last name, and the email address they’ll use to log in. Tap Send Invite.
3

Send them your staff portal URL

Your team members don’t log in at clarely.app — they use a separate staff portal. The URL is based on your business slug.Find your slug in Account → Settings → Business. Your staff portal URL looks like: clarely.app/your-business-slugSend them that URL. They’ll need it every time they log in.

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For team members: how to log in

Team members use a different URL than the main Clarely app. Your employer should have sent you a staff portal link. If you don’t have it, ask them for your staff portal URL before continuing.
1

Open the staff portal

Open the staff portal URL your employer gave you in Safari (iPhone) or Chrome (Android). It will look like clarely.app/your-employer-slug.Save this link or add it to your home screen — you’ll use it for every shift.
2

Enter your email

Type the email address your employer used when they added you. Tap Send Code.
3

Check your email for the access code

Clarely sends a 6-digit code to your email. Open your email, find the message from Clarely, and copy the code. The code expires after a few minutes, so use it promptly.
4

Enter the code

Back in the portal, enter the 6-digit code. Tap Sign In.Your session lasts up to 10 hours. When it expires, you’ll need to request a new code.
Add the staff portal URL to your phone’s home screen so you can open it in one tap. On iPhone, open it in Safari, tap the Share button, and tap Add to Home Screen. On Android, open it in Chrome, tap the three-dot menu, and tap Add to Home screen.

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What team members see

The staff portal shows only what a team member needs to do their job. They see:
  • Their assigned jobs with date, time, and location
  • Client name, address, and phone number for each job
  • Scope notes and staff notes added by the owner
  • Job status controls: mark a job In Progress or Completed
  • A field notes area to log what happened on the job
Team members cannot see:
  • Jobs assigned to other team members
  • Quotes or invoice amounts
  • Owner notes (private notes the owner writes for themselves)
  • Billing or account settings

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Notes: owner vs staff vs client-visible

When you create a quote or job, there are two note fields with different visibility:
Note typeWho sees it
Owner notesOnly you. Your team never sees these.
Staff notesYou and assigned team members. Use for on-site instructions, access codes, client preferences, anything the crew needs.
Client details (name, address, phone) are visible to assigned team members. Pricing and invoice amounts are never shown.

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Assigning jobs to team members

Open any job and tap Assign. Select one or more team members from your list. Assigned team members will see the job appear in their staff portal immediately. If you remove an assignment, the job disappears from that team member’s portal.

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Disabling a team member

If someone leaves, go to Account → Settings → Team, find the team member, and tap Disable. Their access is revoked immediately — their next request to the staff portal will be rejected. Disabling doesn’t remove their assignment from existing jobs. Reassign those jobs to someone else if needed.