Inviting team members
ClearAsset works best when your whole team can see and update the asset register — not just one admin.
Sending an invite
- Go to Organisation in the sidebar and open the Members tab.
- Click Invite Member and enter their email address.
- Choose a role — Admin, Manager, or Read-only (see below).
- Send the invite. They'll receive an email to set up their account and join your organisation.
Roles and permissions
| Role | Can view | Can edit | Can manage | |---|---|---|---| | Admin | Everything | Everything | Billing, members, org settings | | Manager | Everything | Devices, software, subscriptions, and other records | — | | Read-only | Everything | Nothing | — |
Note
Give Read-only access to anyone who just needs visibility — finance checking spend, or a manager reviewing what's assigned to their team — without risk of accidental changes.
User limits by plan
- Base: up to 5 team members
- Professional: unlimited
If you're on Base and at your 5-user limit, the Invite button will prompt you to upgrade before you can add another member.
Removing access
From the Members tab, open a member's row and remove them to revoke their access immediately. This doesn't delete any records they created — devices, software, and other assets stay in your organisation.