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Adding a user
To add a new users to your account use the Add User button on the User Management page.
Fill out the details required:
Roles
There are 3 kinds of roles you an add users to the Clever Checklist system to perform.
Role | Permissions |
---|---|
USER | Can Start Checklists, create Folders and create Schedules. |
ADMIN | Can create Templates, create Users and review Reports. |
ACCOUNT ADMIN | Can manage Account Settings and Billing. |
User Limits
The total amount of users allowed on your Plan are indicated at the top of the User Management screen.