---
title: Manage Your Users
description: Add staff members to your KleerCard account and edit existing users.
---

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1. [Help Center](https://knowledgebase.kleercard.com/?hsLang=en)
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3. [Settings and Policies](https://knowledgebase.kleercard.com/using-kleercard?hsLang=en#settings-and-policies)

# Manage Your Users

## Add staff members to your KleerCard account and edit existing users.

A team member is anyone you would like to have access to a KleerCard account. You give them a role and can set approvers to give team leaders approval authority for card requests. Team members do not have to be employees; volunteers can be added too, and they can request cards and access their card information.

To manage team members, open Settings and select Users (Company section). You will see a list of your users with their role and approver.

To add someone, use the Quick add button in the top right, then choose Add user (or Invite existing user for someone who already has a KleerCard login). Adding a user opens a form where you enter their details.

 

Here is what you need to know when adding a user:

- Email: every user needs a unique email. The same email cannot be used twice.
- Phone: Not required, but used for two-factor verification, so a mobile number is recommended.
- Role: Admin can access all cards and charges plus Wallet, Vendors, Bill Pay, Statements, and Settings; keep the number of admins limited. Site Managers can manage spend for Standard users assigned to their site. Standard users can access only their own cards, charges, and requests and manage their own account settings.
- Bill pay role: controls accounts payable and billing permissions for the user.  An Approver can be added to a bill for review and approval.
- Site: applies to organizations with multiple locations that require separate admins for different groups of people.
- Address: enter the organization's business address or the individual's home address. This is where cards are mailed and is used as the billing address for address verification.

 

Contact us at support@kleercard.com for additional support.

- [Getting Started](https://knowledgebase.kleercard.com/getting-started?hsLang=en#main-content)

    - [Admin Guide](https://knowledgebase.kleercard.com/getting-started?hsLang=en#admin-guide)
    - [User Guide](https://knowledgebase.kleercard.com/getting-started?hsLang=en#user-guide)
    - [Accounting Integrations](https://knowledgebase.kleercard.com/getting-started?hsLang=en#accounting-integrations)
- [Using KleerCard](https://knowledgebase.kleercard.com/using-kleercard?hsLang=en#main-content)

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    - [Settings and Policies](https://knowledgebase.kleercard.com/using-kleercard?hsLang=en#settings-and-policies)
    - [Bill Pay](https://knowledgebase.kleercard.com/using-kleercard?hsLang=en#bill-pay)
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    - [Accounting & Administration](https://knowledgebase.kleercard.com/how-to-videos?hsLang=en#accounting-administration)
    - [Bill Pay](https://knowledgebase.kleercard.com/how-to-videos?hsLang=en#bill-pay)
- [Frequently Asked Questions](https://knowledgebase.kleercard.com/frequently-asked-questions?hsLang=en#main-content)

    - [Accounting & Administration](https://knowledgebase.kleercard.com/frequently-asked-questions?hsLang=en#accounting-administration)

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