Tradesly · Guide
Users & permissions
Who can see what, who can change what, and how to invite or remove people.
You want the new CSR answering leads on day one. You don't want them renaming your job types on day two. Tradesly draws that line with two plain roles, and the Users section is where you manage both.
1 The two roles, in plain language
There are exactly two roles you can hand out: Admin and Agent.
- Admin runs the account. Settings, the AI team and its coaching, the schedule, and call lists. In a multi-brand account, an Admin automatically sees every brand that account owns—never brands belonging to another customer.
- Agent works the day. The Office, live conversations, and your leads. They can do the work without being able to change the rules the work runs on.
Editing most company and catalog settings is admin-only. That's deliberate: your outcome labels, job types and business details are the vocabulary everything else runs on, and they shouldn't drift because someone was curious.
2 The steps
Open Users in Settings.
You get the list of everyone on the account, filterable by Active, Pending Invite, Disabled or Deleted.
Press Add User.
The “Add New User” dialog opens with two halves.
Fill in Basic Information.
First Name, Last Name, Email / Username and Phone. The email is how they sign in, so get it right the first time.
Set Access Control.
Pick Admin for every brand owned by the account, or choose Agent and select the Organizations they cover.
Press Send Invite.
They appear as Pending Invite until they accept, and they join with their own sign-in — nobody shares a login.
Make someone an admin only if they genuinely run part of the business. A good default for a growing office: owners and office managers are admins, everyone else is not. You can always promote later; walking back access is the awkward conversation.
3 Editing and removing people
People change jobs. Select the rows you need in Users and use the bulk actions: Enable, Disable, Resend Invite or Delete. Disable is the one to reach for when someone's away or the handover isn't finished — access stops, nothing is lost.
The work they did — calls handled, notes left, bookings made — stays on your records; removing a person removes their access, not your history.
One row you can't touch is your own: it says “Edit your own details in Profile”. Your name, your password and your own preferences live in Profile on the account menu, not in the user list.
4 If you run more than one brand
An Admin automatically sees the whole group of brands owned by the account. For an Agent, the Organizations field under Role decides which brands they can see. An Agent attached to two brands works those two and cannot see the rest. Who works which brands covers the review.
5 What this never does
Nobody outside your team ever sees your customers or conversations.
Access is something you grant by inviting a person — never a side effect.
Removing someone never deletes conversations, bookings or customers.
If you're looking to remove data rather than a person, that lives in The danger zone — read that guide first.