Least access by default
Set No Access, View Only, Can Edit or Full Admin per module.
Back to the feature overview
13 / Access
The right access for every person.
Invite office staff by email, give them one or more roles, and decide module by module what each role can see and change.
Real screens from the Cycle Leads app, shown with a demo business.
How it works
Team & Permissions, step by step.
Select a step to see that part of the app.
Built for cleaning businesses
Share the work, not the keys to everything.
As the office grows, not everyone needs to see pay, pricing or payments. Invite staff by email, give each person one or more roles, and set access module by module: No Access, View Only, Can Edit or Full Admin.
Resend an invite, send a password reset or disable an account in a click, and View Activity shows what each person has done. Cleaners never see the office; they only get their own jobs in the Cleaner Portal.
Why cleaning businesses use it
What it does for your business.
Simple invites
Send an invitation, resend it, or reset a password in a click.
Clear accountability
View Activity shows what each person has done.
What's inside
Built into Team & Permissions.
- Invite User with Admin, Manager and Agent roles
- Permission levels per module
- Resend Invite Link and Send Password Reset
- Disable or activate accounts
- View Activity
Works with
Connected tools.
Questions
Team & Permissions FAQ.
Can I limit what my office staff can see?
Yes. Set No Access, View Only, Can Edit or Full Admin for each module.
How do I add someone to my team?
Invite them by email with a role. You can resend the invite or send a password reset at any time.
Can I see what my team has changed?
Yes. View Activity shows what each person has done.
Ready when you are
Try Team & Permissions free.
Every plan starts with a free trial. Set up your workspace, add your services and see your first leads come in. No card needed to start.