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Giving team members (staff) access to your clients in the Clarity platform

Standard users

Steven Briginshaw avatar
Written by Steven Briginshaw
Updated over 2 weeks ago

If you would like to give certain team members (staff) access to specific clients in the clarity platform, here is how to do so.

Select your business name in the top left hand side.

Click Settings, Access, Company Users.

Click the three dots on the right hand side and add/remove any organisations accordingly. To add team members, click Invite.

Ensure the team role is set to standard. Click Edit Permissions to change a team members role. Click Save to complete.

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