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Invite a team member by email, choose their role, and manage the invitation until they join.
Build your team by inviting people from the Employee Management page. You send an invitation to their email, choose what they can do by picking a role, and they finish by creating their own password — you never set it for them.
Before you start: sign in with an operator account that can manage your team. The roles you can assign depend on your plan (see Choosing a role below).
Select Employee Management in the left navigation. You’ll see your current team, a Role and Last activity filter, a search box, and a Pending Invitations section below the list. Select + New Employee in the top right to begin.
The Employee Management page with the + New Employee button.
The Add New Employee form opens. It has a Personal Info section (name, email, phone) and a Role section. Selecting Cancel closes it without sending anything.
The Add New Employee form.
Enter the First Name, Last Name, and Email — these identify the person and are where the invitation is sent. Optionally set a Phone Number (pick the country code: 🇺🇸 +1, 🇨🇦 +1, 🇬🇧 +44, or 🇦🇺 +61). Under Role, choose Admin, Manager, Technician, or Viewer.
The details filled in with the Technician role selected.
Each role sets what the person can do:
The roles available depend on your plan: on Enterprise all four roles are available; on Basic and Pro only Manager can be assigned — the other roles aren’t offered in the invitation form. (When you later edit an employee, any roles your plan doesn’t include appear greyed out as (Enterprise only).)
When you choose Admin or Manager, an extra Account Admin checkbox appears. Account Admin grants full owner-level access to your entire account — the same level you have. Leave it unchecked for a normal Admin or Manager.
The Account Admin option appears under Admin and Manager.
Because it’s so powerful, checking Account Admin asks you to confirm in a Grant Account Admin Access? dialog. Select Yes, Grant Full Access to confirm, or Cancel to back out.
The Grant Account Admin Access? confirmation.
Select Save Employee. A green Employee invitation sent successfully message appears, and the person shows up in Pending Invitations with a Pending status, the date it was Sent, and when it Expires.
The invitation is sent and now appears under Pending Invitations.
The person gets an email titled You’re Invited to Join the Team! with an Accept Invitation & Create Account button. The email also includes a mobile invite code they can enter in the CleanOps app instead, and it notes the invitation expires in 7 days.
The invitation email the new hire receives.
When they accept, they land on a Join [your company]’s team page with their email already filled in. They set their own Password, enter their First Name and Last Name, and select Join Team — then verify their email with a code. You never see or set their password.
The new hire creates their own account to join.
If someone hasn’t accepted yet, find them in Pending Invitations and select Resend to send the email again. A green Invitation resent successfully message confirms it.
Resending a pending invitation.
To withdraw an invitation that hasn’t been accepted, select Delete on its row. A confirmation appears — confirm it and the invitation is removed from Pending Invitations.
The Resend and Delete actions on a pending invitation.
After someone joins, select Edit on their row to open Edit Employee, choose a different Role, and select Save Employee. This is also where you adjust their Account Admin access.
Changing an employee's role from the Edit Employee form.
To remove someone from your team, select Delete on their row. A Delete Employee confirmation explains that this can’t be undone — select Delete Employee to confirm or Cancel to keep them.
The Delete Employee confirmation.
Once they accept, the person moves from Pending Invitations into your employee list with their role, and your team members count goes up. They can now sign in and use CleanOps according to the role you gave them.
The new hire now appears as an active team member.
Need more help? If you can't find what you're looking for in our documentation, create a support ticket and our team will assist you.