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The Team Members page is where admins invite people to Qlero and manage their access.

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Invite a team member

  1. Open Organization Settings.
  2. Go to Team Members.
  3. Select Invite Member.
  4. Enter the person’s email address.
  5. Choose the access they should have.
  6. Send the invitation.
The invited person receives an email invitation. After accepting it, they can sign in with the access you assigned.

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Choose the right access

Use organization-level access for admins who manage settings, team members, or multiple record companies. Use record-company access when someone should work only inside specific record companies.

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Edit a team member

  1. Open Organization Settings.
  2. Go to Team Members.
  3. Find the member and select Edit.
  4. Update their access.
  5. Save the changes.
If someone cannot access the expected area, check that they accepted the invitation, their email is correct, and their role includes access to the required record company and features.