Easily add and manage team members in CLEATUS to collaborate on contract opportunities, proposals, and pursuits. Assign users to specific Entities and control their roles and permissions to keep your workflow organized.
📌 How to Add Users to Your CLEATUS Account
1️⃣ Step 1: Navigate to the Users Page
🔹 Click "Organization Settings" in the left-side navigation menu.
🔹 Select "Users" to manage team members.
2️⃣ Step 2: Enter the User’s Email
🔹 In the "Invite new users" section, enter the user’s email address.
🔹 Click “+ Add more” to invite multiple users at once.
3️⃣ Step 3: Assign a Role
🔹 Use the Role dropdown menu to choose the appropriate role
📌 Differences Between Member & Admin Roles
Role | Can Access Contract Opportunities & Proposals? | Can Manage Users? | Can Update Billing? |
Owner | ✅ Yes | ✅ Yes | ✅ Yes |
Member | ✅ Yes | ❌ No (Cannot invite users) | ❌ No |
Limited Member | ⚠️ Only assigned opportunities | ❌ No (Cannot invite users) | ❌ No |
Admin | ✅ Yes | ✅ Yes (Can invite users) | ❌ No |
4️⃣ Step 4: Assign the User to an Entity
🔹 Click "Select an Entity" to assign the user to a specific business unit.
🔹 Users must be assigned to an Entity to access contract opportunities and proposals.
5️⃣ Step 5: Send the Invitation
🔹 Click “Send Invites”—the user will receive an email invitation to join CLEATUS.
🔹 Once accepted, they will gain access to their assigned Entity and role permissions.
👥 Managing Users & Permissions
✅ View all active users under the Users page.
✅ Reassign users to different Entities as needed.
✅ Adjust roles & permissions to control access levels.
✅ Remove users if they no longer need access.