Adding Team Members

Invite colleagues to help manage your ClapPay account.

Why Add Team Members?

• Delegate tasks
• Share workload
• Control access with roles
• Track who does what

How to Invite Someone

Step 1: Go to Team Settings

Navigate to Settings → Team.

Step 2: Click Invite

Click Invite Team Member or the + button.

Step 3: Enter Details

Fill in their information:

• Email address (required)
• Name (optional)
• Role (required)

Step 4: Choose Role

Select their access level:

| Role | Access |

|------|--------|

| Admin | Full access, including settings |

| Manager | Most features, no billing/settings |

| Accountant | View reports, manage invoices |

| Support | View transactions, handle disputes |

| View-only | Read-only access |

More about roles →

Step 5: Send Invite

Click Send Invite. They'll receive an email.

What Happens Next

1. Invite sent — Email with invitation link
2. They click link — Creates or uses ClapPay account
3. Access granted — They can access your business

Pending Invites

View pending invites in Team → Pending.

You can:

• Resend invitation
• Cancel invitation
• See when it was sent

Multiple Team Members

Invite as many people as needed:

• No limit on team size
• Mix of roles
• Add/remove anytime

Teams on Different Plans

| Plan | Team Members |

|------|--------------|

| Free | 1 (owner only) |

| Pro | Up to 5 |

| Business | Up to 25 |

| Enterprise | Unlimited |

Upgrade for more team members.

Related Articles:

• Team Roles and Permissions
• Managing Team Members
• Removing Team Members