Adding a Team Member

You can add a team member from the Team page, available on the Settings tab. 

  1. Click the Invite team member button at the top of the Teams widget. 

  2. Enter the email address

  3. Select a role. There are 5 levels of access: 
  4. Notes

    You can have two users with the role of Owner. The first Owner role can only be assigned by a CLEARED4 employee. Then, the first Owner can invite a second team member, and assign the role of Owner to that user.

    You cannot add a team member who has the same, or higher, access level that you have. You can only add a team member that has a lower access level. For example, a Supervisor can add a Support user, but cannot add an Administrator.

  • Owner
  • Administrator
  • Administrator Lite
  • Supervisor
  • Support
  • Test Manager

The matrix below will help you determine which access level to assign to your users

4. Select one or more groups

5. Click Invite

The user will receive an email invitation. Once they have accepted the invitation they will have access to the platform. 

You can check the status of an invite by clicking the Info button at the end of the row. 

Invite status options are:

  • Sent
  • Delivered
  • Queued
  • Undelivered
  • Failed
  • Unknown - unable to find any email documents
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