Adding a Team Member

Overview

Team members are the staff who use CleanOps - cleaners, supervisors, and administrators. Each team member has their own login credentials and permissions based on their assigned role.

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Step 1: Open the Add User Form

Navigate to the user creation page:

1. Click Administration in the sidebar
2. Click Users
3. Click the Add User button

Or use the quick action menu (+ icon) in the top navigation and select New User.

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Step 2: Enter Personal Information

Fill in the team member's basic details:

Field	Description
First Name *	Team member's first name
Last Name *	Team member's surname
Email Address *	Used for login and notifications (must be unique)
Phone Number	Contact phone number
Address	Home or contact address

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Step 3: Set Login Credentials

Create login access for the team member:

Field	Description
Password *	Must be at least 8 characters. Use a mix of letters, numbers, and symbols.
Confirm Password *	Re-enter the password to confirm

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Step 4: Add Employment Details

Record employment information (all optional):

• Employee ID - Your internal staff reference number
• Hire Date - When the team member started
• Hourly Rate - Pay rate for time tracking and reporting
• Emergency Contact - Emergency contact details

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Step 5: Assign Role and Access

Configure what the team member can do in the system:

Field	Description
Role *	Determines permissions - see role descriptions below
Default Location	Assign to a specific work location (if applicable)
Status	Active (can log in) or Inactive (cannot log in)

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Step 6: Upload Profile Photo (Optional)

Add a profile photo to help identify team members:

• Click Choose File to select an image
• Supported formats: JPG, PNG
• A preview will show before saving

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Step 7: Save the Team Member

Click Create User to save. The new team member will:

• Appear in the Users list
• Be able to log in with their email and password
• Receive a welcome email (if enabled)
• Have access based on their assigned role