Overview

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

Team Members vs. Subcontractors

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

Subcontractors

Independent contractors you work with
Added to your "Workforce Roster"
Can be assigned jobs
May have their own BlueClerk profile

Adding Team Members

Inviting a New Team Member

Go to Settings > Team
Click "Add Team Member" or "Invite"
Enter their information:
- Name
- Email address
- Phone number (optional)
Select their role: Admin or Member
Send invite

The Invitation Process

When you invite someone:

They receive an email with an invitation link
They click to accept and create their password
Their account is created linked to your company
They appear in your team list

If They Already Have a BlueClerk Account

They'll be prompted to link accounts
Existing personal data remains
They gain access to your company features

Team Member Roles

Admin Role

Admins have full access:

All features available to Members
Access to company settings
Can add/remove team members
Can manage billing and integrations
Can see all company data

Member Role

Members have operational access:

View and manage tickets/jobs
Create and send invoices
Access customer information
Complete assigned work
Cannot modify company settings

Changing Roles

To change someone's role:

Go to Settings > Team
Click on the team member
Change their role
Save changes

Only Admins can change roles.

Managing Your Team

Viewing Team Members

Settings > Team shows:

All team members
Their roles
Email addresses
Status (active, pending invite)

Editing Team Member Info

Click on a team member
Update their information
Save changes

Removing Team Members

Click on the team member
Click "Remove" or "Deactivate"
Confirm the action

Removed members lose access but historical records remain.

Adding Subcontractors

Workforce Roster

Your subcontractor list lives in the Workforce Roster:

Go to Settings > Workforce Roster (or Team > Subcontractors)
Click "Add Subcontractor"
Search for them (if they have a BlueClerk profile) or enter details:
- Name
- Phone
- Email
- Services they provide
Add to your roster

Subcontractor Profiles

If a subcontractor has a BlueClerk Individual Contractor profile:

You can search and add them
They may get notified
Their profile info is linked

Assigning Jobs to Subcontractors

Once on your roster:

Create or open a job
In "Assigned To," select from subcontractors
They appear alongside team members
Job details are shared with them

Team Permissions

What Team Members Can Do

Feature	Admin	Member
View jobs/tickets	Yes	Yes
Create jobs/tickets	Yes	Yes
Complete jobs	Yes	Yes (assigned)
Create invoices	Yes	Yes
View all customers	Yes	Yes
Company settings	Yes	No
Add team members	Yes	No
Billing/payments	Yes	No

Job Assignment

Members see jobs assigned to them
Admins see all company jobs
Filters let you view by assignee

Tips

Add team members before they need access
Use Member role for field workers who don't need settings access
Keep subcontractor roster current
Review team list periodically for inactive users
Document roles in your internal processes

Common Questions

Q: How many team members can I add? A: The number of team members may depend on your plan. Contact support for limits.

Q: Can team members see each other's pay/commission? A: No, sensitive financial data is restricted. Members see job and work data.

Q: What happens to a removed member's jobs? A: Their jobs remain in the system, just unassigned or reassignable.

Q: Can subcontractors log in and see jobs? A: If they have their own BlueClerk account, they may see jobs assigned to them.

Q: Can I give someone access to only certain features? A: Currently roles are Admin or Member. Granular permissions may be added later.

Team Management