Team Members screen

The Team Members screen shows everyone who can access your business in the app and lets you control what each person can do. It is only available to the team owner — managers and staff see it neither in the menu nor by direct link.

Opening the screen

From the dashboard, open the menu and tap Manage Users. The screen lists every member with their name, email address, phone number (when one is set), and a badge showing their role.

Roles

RoleWhat they can do
OwnerFull access to settings and billing, including managing team members
ManagerCan edit checks and view reports
StaffCan complete checks only

Every team has exactly one owner. The owner is set when the business is created and cannot be demoted or removed from the app.

Adding a team member

  1. Tap Add Member at the bottom of the screen.
  2. Enter the person's email address.
  3. Choose a role — Manager or Staff.
  4. Tap Add Member.

Whether or not the person already has a Spotless Score account, we create a pending invitation and email them a link. If they already have an account they sign in to accept it; if not, they create one as part of accepting. Either way they're added to your team with the role you chose as soon as they accept.

What happens next?

Pending invitations appear in the team list with aPending badge — existing Spotless users show their name and email, and everyone else shows their email. You can:

Invitation links expire after 7 days. If the link expires before the person accepts, send them a new one.

Adding someone who is already a member

If you try to add someone who is already on your team, the app tells you they're already a team member and nothing changes.

How many people you can add

The Basic plan covers up to 3 team members, and your free trial runs on Basic limits. Pending invitations count towards that total, because each one is holding a place for the person you invited. Once the team is full, adding another member is blocked and you're pointed at the Professional plan, which has no limit on team size.

Resending or updating an invitation that is already pending always works, even when the team is full — it doesn't add anyone new.

Moving from Professional back down to Basic works the other way round: if your team is larger than 3, remove people first. The app tells you how many have to go before the change can go through.

Changing a member's role

  1. Tap the pencil icon next to a member.
  2. Pick the new role — Owner, Manager, or Staff.
  3. Tap Save Changes.

Because every team needs exactly one owner, you can't promote someone to Owner while an Owner already exists. The Owner option is disabled with an explanation. The Owner's own role can't be changed at all.

Removing a team member

Tap the trash icon next to a member. The app asks you to confirm before removing them. The owner has no trash icon — the team owner can't be removed.