Adding users to your account
Invite teammates and manage their roles and permissions.
Add and manage team members in CLEATUS to collaborate on contract opportunities, proposals, and pursuits. Assign users to specific Companies and control roles to keep your workflow organized.
Inviting a new user requires an open seat. If you need more seats, go to Organization Settings → Billing and purchase additional seats first. Only the Owner can update billing.
How to add users
1 — Open the Users page
Click Organization Settings in the left navigation, then select Users.
2 — Enter the user's email
In Invite new users, enter the email address. Click + Add more to invite multiple users at once.
3 — Assign a role
Use the role dropdown to choose the appropriate level of access.
| Role | Contract opportunities & proposals | Manage users | Update billing |
|---|---|---|---|
| Owner | Yes | Yes | Yes |
| Admin | Yes | Yes (can invite users) | No |
| Member | Yes | No (cannot invite users) | No |
| Limited Member | Only assigned opportunities | No (cannot invite users) | No |
4 — Assign the user to a Company
Click Assign to Company to assign the user to a specific business unit. Users must be assigned to a Company to access contract opportunities and proposals.
5 — Send the invitation
Click Send Invites — the user receives an email invitation. Once accepted, they gain access according to their assigned Company and role.
Managing users and permissions
- View all active users from the Users page.
- Reassign users to different Companies as needed.
- Adjust roles and permissions to control access levels.
- Remove users when they no longer need access.