Invite someone to act for a business
Invite people to carry out tasks for a business in TradeClear.
A ‘Principal Authority (Owner)’ or ‘Manager’ can invite others to use TradeClear for their business. This can be done when they are setting up an account or later.
A ‘Principal Authority (Owner)’ can assign someone a ‘Manager’ role. A ‘Manager’ can then invite others and assign them an access level. ‘Users’ and ‘Agents’ can't invite people to TradeClear.
Invite someone to a business
To add a person who can act for a business:
- Sign in, opens in a new tab to your TradeClear account.
- Select 'Export'.
- Select the business you want to invite the person to.
- Select ‘Manage people’.
- Select ‘Invite a person’.
- Follow the steps to enter their details and assign them a role.
The person will receive an email inviting them to the business. The invitation is valid for 7 days.
Assigning roles
When someone is added to a business in TradeClear, they need to be assigned a role giving them a level of access.
For more information, go to Roles and access levels in TradeClear.
Managing access
Depending on the role you have been assigned, you can add, remove or change people’s access.
For more information, go to Manage who can act for a business.