Lead Clickz

Give your team their own login

Each team member signs in to see their own day, clients, hours and pay. Managers see everything except who has access.

Studio → Team → a person → “Login”

  1. Open the person in “Team” and go to the “Login” tab.
  2. Enter “Their email” and choose “Access”: “Team member (their own schedule)” or “Manager (runs the day to day)”.
  3. Tap “Give access”.
  4. Tell them yourself. No email is sent. Send them the “Signing in for the first time” team guide.
  5. They go to your-website.com/login, tap “Email me a sign-in code instead” and sign in with that email. Then they set a password with “Forgot your password?”.
Good to know
  • Their card shows “Login invited” until they sign in, then “Has a login”.
  • Only the owner can make someone a manager or an owner. Managers can add team members.
  • To remove access: “Settings” → “Who has access” → “Remove”.

Help & guides by Lead Clickz™