Team Management

Overview

As your business grows, you need help. BlueClerk lets you add team members (employees) and individual contractors (independent workers) to handle more jobs. Each person gets their own login and can be assigned work.

Team Members vs. Individual Contractors

Team Members

• Employees who work for your company
• Full access to company features (based on role)
• Show up in your team list
• Can be Admins or Members
• Log into your BlueClerk account with their own credentials
• See everything based on their permissions - tickets, jobs, customers, invoices

Individual Contractors

• Independent workers or subcontractors on your roster
• Have their own BlueClerk contractor accounts with separate settings
• Can be assigned to your company's jobs
• Do NOT see your company data - they only see jobs assigned to them
• Simplified settings - personal info only, no public profile or services tabs
• Can be added by searching for existing BlueClerk accounts or sending signup invites

Adding Team Members

Step-by-Step

1. Go to Settings in your company dashboard
2. Click "Team" in the sidebar
3. Click "Add Member" button
4. Fill in their details:
   • Name (required)
   • Email (required)
   • Phone (optional)
   • Role: Admin or Member
5. Set permissions (if not Admin)
6. Click "Send Invite"

What Happens Next

• They receive an email invitation
• They create their password and log in
• They can access features based on their role and permissions

Adding Individual Contractors

Search or Invite Flow

1. Go to Settings > Team
2. Click "Add Individual" button next to "Add Member"
3. Enter their email address in the search field
4. BlueClerk searches for existing accounts

If Found (Existing BlueClerk Account)

• You'll see their name and email displayed
• Click "Add to Team" to create the link
• A CompanySubcontractor relationship is created
• They receive a notification email that you added them to your team
• They can now be assigned to your jobs

If Not Found (No BlueClerk Account)

• Click "Send Invite" to email them a signup link
• The invite includes a token that expires after 7 days
• When they sign up using the link, they're automatically added to your team
• They receive a notification email when you add them

Managing Existing Team

View Team Members

• See all members with their roles and permissions
• Deactivate members who no longer work with you (Enterprise feature)
• Update permissions anytime

Edit a Team Member

1. Find the team member in your list
2. Click their name or the edit icon
3. Update details or permissions
4. Save changes

Remove a Team Member

1. Find the team member in your list
2. Click "Remove" or the delete icon
3. Confirm removal
4. They lose access to your company data immediately

Team Member Roles

Admin

• Full access to everything
• Can add/remove team members
• Can change company settings
• Can manage billing

Member

• Access based on assigned permissions
• Cannot change company settings
• Cannot manage team or billing
• See Team Permissions article for details

Best Practices

Setting Up New Team Members

• Use specific permissions instead of making everyone an Admin
• Give access only to what they need for their job
• Review permissions regularly as roles change

Individual Contractors

• Search first before inviting - they may already have a BlueClerk account
• Keep your roster updated - remove contractors you no longer work with
• Communicate clearly - let them know they'll receive a notification when added

Security

• Don't share login credentials - each person should have their own account
• Deactivate immediately when someone leaves
• Review team access quarterly to ensure it's still appropriate

Common Questions

Q: What's the difference between a team member and an individual contractor?
A: Team members are employees who see your company data. Individual contractors have their own separate BlueClerk accounts and only see jobs you assign to them.

Q: Can I add someone who doesn't have a BlueClerk account yet?
A: Yes! For team members, send an invite and they'll create their account. For individual contractors, send an invite with a signup link that automatically connects them to your team when they register.

Q: How many team members can I add?
A: Unlimited. All BlueClerk plans include unlimited team members.

Q: Can team members see each other's work?
A: Yes, by default - unless you use permissions to restrict access to specific features.

Q: What happens when I remove someone?
A: They lose access to your company data immediately. For individual contractors, the CompanySubcontractor link is deleted.

Q: Can I change someone's role after adding them?
A: Yes, edit their profile anytime to change role or permissions.

Q: Do individual contractors need to pay for BlueClerk?
A: Individual contractors have their own accounts which may have separate subscription requirements based on their usage. Your company subscription covers your team members.