Team members and roles

This page shows how to add people to your shop and set what each one can do.

• See your team
• Add a team member
• What each role can do
• Change a team member
• Reset a password
• Turn off or remove a team member
• If something goes wrong

See your team

Click Team Members in the menu on the left. On a phone, tap the three lines at the top left, then tap Team members.

Not in your menu? Only an Organization Leader sees it.

The list shows each person's Name, Email Address, Role, Location and Status. On a phone, tap a name to see the rest.

• To find a person, type in the box that says Search by Name, Email, Role, Location. Pick a match from the list. Click the X to see everyone again.
• To see one location, open the list that says All Locations. Pick the location.
• To see people who are turned off, switch off Show Active only. It is above the list on the right. A phone does not have this switch.

Add a team member

1. In Team Members, click Add Member at the top of the page.
2. Type the person's Email, First Name and Last Name.
3. Pick a role in the Role list. See What each role can do.
4. Open the list under Locations. Tick each location the person works at.
5. Click outside the list to close it.
6. Click Send Invite. A message says You have added, then the person's name and role.

You must fill in each box that has a red star. Locations has no star, but pick locations anyway. Most roles see repairs only at their own locations.

The person gets an email with a Set Password button. For their steps, see Sign in and find your way around.

What each role can do

Every role can add photos. Every role except Basic User can link photos on the Plan tab.

An Organization Leader and a Central Reviewer see repairs at every location. The other roles see repairs only at their own locations.

A Location Leader sees the team at their own locations. They cannot change or remove a person.

Change a team member

1. In Team Members, click the pencil at the right of the person's row. On a phone, tap the person's name, then tap the pencil. The Edit Member window opens.
2. Change First Name, Last Name, Role or Locations.
3. Click Done. You see Updated successfully.

You cannot change Email.

Reset a password

1. In Team Members, click Reset Password in the person's row. On a phone, tap the person's name, then tap Send invite. A box asks you to confirm.
2. Click Send.

You see Password reset link sent to, then the person's email. The person gets an email with a Reset Password button.

On a phone, Send invite sends the same email. It does not send a new invite.

Turn off or remove a team member

Turn a person off

1. In Team Members, click the pencil at the right of the person's row. On a phone, tap the person's name, then tap the pencil. The Edit Member window opens.
2. Move the switch at the top of the window to Inactive.
3. Click Done. The person leaves the list of active people.

If your shop is the person's only company, they can no longer sign in. They see Your account has been deactivated. Please contact the admin.

To turn a person on again, use a computer.

1. Switch off Show Active only. It is above the list on the right.
2. Click the person's pencil.
3. Move the switch to Active.
4. Click Done.

Remove a person

1. In Team Members, tick the box next to the person's name.
2. Click the red Delete button at the top of the page. The Delete Member? box opens.
3. Click Delete in the box. You see Deleted successfully.

If something goes wrong

A new person has no invite email, or the link in it does not work. A person who already has a Collision Clarity password gets no email. They sign in with that password. For anyone else, the app has no button to send the invite again. Send us a message. See Stuck?

The pencil or the tick box is grey. On a computer, you cannot change or remove yourself or another Organization Leader. Send us a message. See Stuck?

What to do next

Next, go back to Set up your shop.

Stuck?

Click Help in the menu to send us a message. You can also email help@collisionclarity.com.