Adding users to your account
Invite teammates, assign them to a company, choose their role, and manage the seats that they use.
Add teammates to CLEATUS so they can work on contracts, pursuits, and proposals with you. You assign each user to a company and give them a role.
Before you start:
Only Owners and Admins can invite users. Each user that you invite to a company uses one seat on the plan of that company.
How to add a user
- Click Settings in the sidebar, then click Users and Teams.
- Click Invite User.
- Under Assign to Company, select the company. A badge shows how many seats that company has available.
- Enter the email address of the user.
- Select a Role. Admins can invite Admins, Members, and Limited Members. Only an Owner can invite another Owner.
- Click Send Invitation. The user gets an email invitation and gets access when they accept it.
You invite one user at a time. To invite more users, repeat these steps.
To give a current user access to another company, invite the same email address and select the other company. CLEATUS adds the user to that company right away. See Managing multiple companies.
Roles
| Role | Companies that they see | Pursuits that they see | Add contracts to the pipeline | Invite users | Billing |
|---|---|---|---|---|---|
| Owner | All companies | All pursuits | Yes | Yes | Yes |
| Admin | Assigned companies | All pursuits | Yes | Yes, but cannot manage Owners | No |
| Member | Assigned companies | All pursuits | Yes | No | No |
| Limited Member | Assigned companies | Only assigned pursuits | No | No | No |
Limited Members do not see Settings or Capture Profile in the sidebar.
Seats
- Each company has its own seats. The badge in the Invite User dialog shows the open seats of the selected company.
- If no seats are open, the Owner clicks Add seats. The Manage seats dialog opens with one more seat. Review the charge and click Confirm and pay.
- If no seats are open and you are an Admin, click Request seats. The dialog lists the Owners and prepares an email to them.
- CLEATUS charges for an added seat right away, prorated to the end of your billing period.
- DATA and DATA + AI each include 1 seat and support unlimited paid additional seats. Each costs the plan rate for your billing cycle. See Plans and pricing.
- If the company has not started its trial, its seats activate when the trial starts.
For more about seats and charges, see Manage your billing.
Manage users and permissions
On the Members tab of Users and Teams:
- Search for users, and filter the list by role.
- Change the role of a user from the role menu. You cannot change your own role or the role of an Owner.
- Resend, copy the link of, or delete a pending invitation from the actions menu.
- Remove a user from the actions menu. If the user is in more than one company, choose Remove from organization or remove them from one company.
An organization must always have at least one Owner.
Removing a user frees their seat, but it does not lower your bill. To remove the seat, the Owner opens Manage seats in Billing.
To organize users into groups, use the Teams tab. See Inviting Your Team.