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Can I invite my clients into my Clarity account?
Can I invite my clients into my Clarity account?
Steven Briginshaw avatar
Written by Steven Briginshaw
Updated over 4 months ago

Absolutely. You can invite your client into their business from the Settings and Access menu (at the top of the screen).

This will be as a 'user'. The Role you choose will depend on what you want your client to see:

Admin Role - gives clients access to their 7 Key Numbers, their Action Plan and their tasks.

Standard Role - gives access to their Action Plan and Tasks.

Verifier Role - is to only verify data in the client Structured Dataroom, they do not get access to anything else.

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