How to Add a Team Member

Learn to add staff/technicians to your team with Klervo.

Need to add someone new to your team? Here's how:

  1. Click the purple + Add member button

  2. Fill in their details:

    1. First and last name

    2. Email

    3. Phone number

    4. Work address

    5. Select their user type (Staff)

    6. Add their photo

  3. Choose their permissions:

    1. Job editing access

    2. Customer contact info access

  4. Hit Save, and they're added!

๐Ÿ“Note: The team member will receive an email at the address you entered with the link to join Klervo.

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