Adding New Users and Staff Members

Learn how to add new user and staff members in this quick guide.

Rafael Cardoso avatar
Written by Rafael Cardoso
Updated over a week ago

In CleanCloud, you have the flexibility to add as many staff accounts as you need. Each user requires a unique email address, which will solely be used for password recovery purposes.

Here are the step-by-step instructions for creating a new staff in your CleanCloud account.

How to Create a New User Account

  1. Navigate to Settings > Users > Manage User Accounts.

  2. Click the 'Add User' button. Provide their name, email address and set a password for them to use during login.

  3. Assign a quick PIN if they need to switch between user accounts swiftly without logging out.

  4. Optionally, input their hourly wage if you intend to use CleanCloud's payroll tool, and specify their weekly working hours.

  5. In the Access Mode tab, for operations involving Plant mode, specify whether the user should have access to the Store, Plant, or both. This choice can be further narrowed down to Cash Up Driver, Call Center, Driver App Only, and Locked Out.

  6. In the Role tab, you can assign a Custom role or select from pre-selected roles such as Admin, Owner Operator, Manager, or Employee. If you need to create a new preset role, this article can guide you through the process.

  7. If the user will have access to the Driver App, under Limit Driver App Routes you can select the specific routes they should have access to.

  8. In the Permissions section, tailor the user's permissions to match their level of responsibility or trust within your organization.

  9. After configuring all the details, click 'Add User'. The user's information will be saved.

Pro tip: For detailed insights into each user permission, consult our dedicated User Permissions Guide.


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