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Inviting clients to their Clarity account
Inviting clients to their Clarity account

How to invite your clients into their Clarity account and which access gives them which visibility

Steven Briginshaw avatar
Written by Steven Briginshaw
Updated over a week ago

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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