team management

title: "Team Management" category: "Settings" description: "Add team members, individual contractors, and subcontractors to your company"

Overview

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

Team Members vs. Individual Contractors vs. Subcontractors

Team Members

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

Individual Contractors and Subcontractors

• Independent workers or external companies you hire to perform specialized tasks
• Can be invited to your roster and assigned work
• Subcontractor companies can be added to rosters, and individual contractors can be invited as people

Inviting Team Members

You can add people directly or invite them by email. Invitations create a secure, time-limited link the recipient uses to join your company.

• From Settings → Team, click "Add Member" or "Add Contractor"
• Enter the person's name and email, choose a role or initial permissions, and send the invite
• Invitations expire (time-limited by the platform; typically 7 days)
• You can resend or cancel pending invitations from the Invitations list

Admins receive status feedback (email sent, delivered, or send error) when resending invites.

Receiving Team Invitations (for invited users)

When someone invites you to join a company, you'll get an email with a secure invitation link. The invite flow adapts to whether the invited email already has a BlueClerk account.

Important: invitations are account-aware — if the invited email already belongs to a BlueClerk account, that existing user must sign in and explicitly accept the invite before being added to the team.

How to accept an invitation (existing BlueClerk account)

1. Open the invitation email and click the invite link.
2. If you're not signed in, click Sign In and authenticate with the BlueClerk account that matches the invited email.
3. If you're already signed in and your account email matches the invitation, click Accept to join the company.
4. If you're signed in with a different BlueClerk account, choose "Use Another Account" (or sign out) and sign in with the email that received the invite.
5. After you accept, sign in again if prompted — accepting may refresh your session so your new company access appears correctly.

What you may see on the invite page

• "Sign in" prompt — shown when you're not authenticated.
• "This invitation belongs to another account" — shown if you're signed in with an account that does not match the invited email. Use "Use Another Account" to switch.
• "This invitation has already been accepted" — shown when the invite was already accepted by the recipient account.
• Expired or cancelled messages — shown if the invite is no longer valid.

Notes for one-click setup links

• Admin-created invites for brand-new tech users may include a one-click setup link allowing the recipient to set their password and sign in directly. For existing accounts, signing in and accepting is required instead of creating a