---
title: How to add Your team members
description: You can invite anyone to join your Hello Clever's merchant dashboard. This is useful when you want to give access to your team members to manage your Hello Clever account. Login to your Hello Clever a
---

[Skip to content](https://support.helloclever.co/merchant-knowledge-base/inviting-members#main-content)

[Contact Merchant Support](https://support.helloclever.co/merchant-knowledge-base/kb-tickets/new?hsLang=en)

![Logotype black@2x](https://support.helloclever.co/hs-fs/hubfs/Hello%20Clever%20Logo%20Assets/Logotype%20black@2x.png?width=200&height=61&name=Logotype%20black@2x.png)

- [Merchant Support](https://support.helloclever.co/merchant-knowledge-base)
- [Go to Consumer Support](https://support.helloclever.co/consumer-knowledge-base/faqs)
- [Contact Merchant Support](https://support.helloclever.co/merchant-knowledge-base/kb-tickets/new)

Open main navigation

Close main navigation

- [Merchant Support](https://support.helloclever.co/merchant-knowledge-base)
- [Go to Consumer Support](https://support.helloclever.co/consumer-knowledge-base/faqs)
- [Contact Merchant Support](https://support.helloclever.co/merchant-knowledge-base/kb-tickets/new)
- [Contact Merchant Support](https://support.helloclever.co/merchant-knowledge-base/kb-tickets/new)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Merchant Support](https://support.helloclever.co/merchant-knowledge-base?hsLang=en)
2. [Merchant Dashboard](https://support.helloclever.co/merchant-knowledge-base/merchant-dashboard?hsLang=en)
3. [General](https://support.helloclever.co/merchant-knowledge-base/merchant-dashboard?hsLang=en#general)

# How to add Your team members

## This guide walks you through the steps to manage users within your account.

As the owner of your Hello Clever account, you can invite additional members to collaborate and manage your business. 

![](https://docs.helloclever.co/assets/images/1-7f4dce67929d2f4a8c92ac3996798b5f.png)

### Owner and Member Roles

When you create a Hello Clever account, you are assigned the **Owner** role by default. Owners have full access and permissions within the account, including the ability to invite other users as **Members**.

#### Role Differences

- **Owner**:
  
    - Has full permissions across all account features.
    - Can access and manage all funds, API keys, and settings.
    - Has the authority to invite new members, assign roles, and change user permissions.
- **Member**:
  
    - Cannot access certain sensitive areas, such as funds and API keys.

### Inviting a Member

To invite a new member:

1. Click the **Invite Member** button on the **Members** page.
2. Fill in the member's **Name** and **Email Address**.
3. Click **Invite Member** to send the invitation.

![](https://docs.helloclever.co/assets/images/2-4cf79074f9966f1917d1eb99a4d4cb36.png)

Once invited, the member will receive an email invitation to join your account. Their status will show as **Invited** until they accept.

### Resending an Invitation

If a member has not received the invitation or needs it sent again:

1. Locate the invited member's entry in the **Members** list.
2. Click the **Resend** button next to their name.

![](https://docs.helloclever.co/assets/images/3-486bf5f4c486b217e5951ceef127d914.png)

### Changing Ownership

If you need to transfer the **Owner** role to another member, please contact **Hello Clever Support** for assistance.

For more information: https://docs.helloclever.co/product-docs/merchant-portal/merchant-account/add-your-team-members

- [Getting Started](https://support.helloclever.co/merchant-knowledge-base/getting-started?hsLang=en)
- [Integrations & Developer Resources](https://support.helloclever.co/merchant-knowledge-base/integrations-developer-resources?hsLang=en)
- [Merchant Dashboard](https://support.helloclever.co/merchant-knowledge-base/merchant-dashboard?hsLang=en#main-content)

    - [General](https://support.helloclever.co/merchant-knowledge-base/merchant-dashboard?hsLang=en#general)
    - [Data & Analytics](https://support.helloclever.co/merchant-knowledge-base/merchant-dashboard?hsLang=en#data-analytics)
    - [Refunds & Disputes](https://support.helloclever.co/merchant-knowledge-base/merchant-dashboard?hsLang=en#refunds-disputes)
    - [Payment Links](https://support.helloclever.co/merchant-knowledge-base/merchant-dashboard?hsLang=en#payment-links)
- [Loyalty & Campaigns](https://support.helloclever.co/merchant-knowledge-base/loyalty-campaigns?hsLang=en#main-content)

    - [Instant Cashback Campaigns](https://support.helloclever.co/merchant-knowledge-base/loyalty-campaigns?hsLang=en#instant-cashback-campaigns)
    - [Milestone Campaigns](https://support.helloclever.co/merchant-knowledge-base/loyalty-campaigns?hsLang=en#milestone-campaigns)
- [Clever AI](https://support.helloclever.co/merchant-knowledge-base/clever-ai?hsLang=en)
- [Marketing & Resources](https://support.helloclever.co/merchant-knowledge-base/marketing-resources?hsLang=en)
- [Settlements](https://support.helloclever.co/merchant-knowledge-base/settlements?hsLang=en)
- [Hello Clever Bookings](https://support.helloclever.co/merchant-knowledge-base/hello-clever-bookings?hsLang=en#main-content)

    - [Dashboard](https://support.helloclever.co/merchant-knowledge-base/hello-clever-bookings?hsLang=en#dashboard)
    - [Business Profile](https://support.helloclever.co/merchant-knowledge-base/hello-clever-bookings?hsLang=en#business-profile)
    - [Customer](https://support.helloclever.co/merchant-knowledge-base/hello-clever-bookings?hsLang=en#customer)
- [FAQs](https://support.helloclever.co/merchant-knowledge-base/faqs?hsLang=en#main-content)

    - [General Info](https://support.helloclever.co/merchant-knowledge-base/faqs?hsLang=en#general-info)
    - [Payments](https://support.helloclever.co/merchant-knowledge-base/faqs?hsLang=en#payments)

- [Merchant Support](https://support.helloclever.co/merchant-knowledge-base)
- [Go to Consumer Support](https://support.helloclever.co/consumer-knowledge-base/faqs)
- [Contact Merchant Support](https://support.helloclever.co/merchant-knowledge-base/kb-tickets/new)

[![Logotype black@2x](https://support.helloclever.co/hs-fs/hubfs/Hello%20Clever%20Logo%20Assets/Logotype%20black@2x.png?width=200&height=61&name=Logotype%20black@2x.png "Logotype black@2x")](https://helloclever.co/)

<https://www.facebook.com/helloclever.co> <https://x.com/hello_clever> <https://www.instagram.com/helloclever.co/> <https://www.linkedin.com/company/helloclever> <https://www.tiktok.com/@helloclever.co> <https://www.youtube.com/@hello_clever>