Skip to main content

Team has moved

There is no longer a Team page. It was the staff registry — one people list carrying company members, the field roster, roles, mobile login and commission — and every part of it now lives closer to the person, on People. Old links land there on their own.

The other half of what this page used to hold was not about CleverOps at all: it described the CleverTech mobile app. That has moved out to its own page, The CleverTech App.

The people list → People​

Everyone in the control room — company members, field staff, guards, office, responders and operators — is on the single People list, once each. The old Technicians and Sales views are now sub-tabs of that list, derived from what each person actually holds rather than stored as a type.

Field-work detail → the person's Field work tab​

Open anyone on People and their Field work tab holds what the old Technician details view showed: whether they're on the field team, hourly rate, working hours and days, specialisations, regions, commission and time off. Those hours and skills still drive the smart assignment picker on the job form and shade the Schedule board.

Roles and permissions → People → Roles & access​

Roles are set per control room, on the person. Ticking one grants everything that job needs, apps included — there is no per-capability editor. Granting Technician still puts somebody in the job pickers and signs them into CleverTech; granting Sales still feeds the sales-rep pickers on leads and quotes. What each role may do is listed under Roles and Permissions.

Adding people and invites → People → Add person​

One Add person flow covers somebody who signs in and somebody who doesn't. Where the email has no account yet it creates an invite, listed under On their way in until they accept.

Mobile login → People → How they sign in​

CleverTech signs in with the person's own CleverOps email and password. Whether an account is linked, and the controls to link or invite one, are on the person's Roles & access tab. See The CleverTech App → Signing in for the app side.

Removing people → People → Remove​

Removing somebody takes their seat in this control room, and the confirmation names what goes with it. A field-roster row with no seat has its own Remove, which deletes the roster entry and leaves job history on record with the technician link cleared.

Ownership → Company Settings​

Only ownership stayed at company level, on Company Settings → Owners — it reaches every control room including ones created later.

The standby rota → Standby​

The company-wide standby rota is still its own page under Service Ops. Only the per-person time-off view moved onto the profile.