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Collaborators

Manage your teams, assign them roles, and stay organized!

In the "Resources" menu, you will find the collaborators present on your account.

Profile with account

Click the + at the top right to add a user.

⚠️ Warning

You must have a sufficient number of licenses. Otherwise, you will only be able to create a profile without an account.

Fill in the information about your user (fields marked with a * are required).

The "create a user account" checkbox, when checked, allows you to create a profile that can use the application and submit entries (and therefore requires a license).

The email address associated with the account will serve as the user's login identifier. Therefore, each email address must be unique.

If you wish to use the same email for multiple people, you will need to add an alias to the email.

Example: contact+fabrice@domain.com

The alias is placed before the @ and starts with the + symbol. After the +, you can add any characters you wish.

Assigning a "role" allows the definition of rights in Klear.

You have the option to assign a manager to the profile.

NB: Only super admins, admins, site supervisors, works managers and managers can be responsible for a worker.

By default, the user's status is set to "Active". However, it can be changed if needed, for example in the event of a suspension.

You can then choose a color to assign to your user.

Finally, you will find two options to trigger either the sending of an email or an SMS so that your user can join your workspace and choose their password.

For SMS sending to work, a phone number must be entered on the user profile.

Profile without account

This is configured via the "create a user account" checkbox.

When the box is unchecked, it means the employee will not have access to the application (so no license required) but their manager will be able to clock hours on their behalf and schedule events in their name for informational purposes.

Collaborator document management

On your collaborators' profiles, you will find a "Document" tab where you can manage a folder structure and add documents to it.

Collaborators will be able to view their documents from the mobile application via the right-hand menu then "My Documents".

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