Invite your team to Clarify, assign roles, and manage who has access to your workspace.
Inviting members
To invite someone to your workspace:
Click your profile icon in the bottom-left of Clarify
Click "Invite members"
Click the "Invite member" button in the top-right
Enter one or more email addresses in the Emails field. Each address becomes its own entry - press Enter, or separate addresses with a comma, semicolon or space. You can also paste a list and it splits into separate addresses.
Click "Send"
Clarify reports each address separately, so one bad address does not stop the rest. Addresses that already belong to the workspace are called out as already a member, and any that fail stay in the field so you can correct and resend them.
The invited user will receive an email with instructions to join your workspace.
ℹ️ Inviting someone on another work domain adds that domain to your workspace Company domains automatically, under Settings → Workspace → Email and meetings. Personal email domains are never added, so inviting a Gmail, Outlook.com or iCloud address leaves the list unchanged. Worth knowing before you invite an agency or contractor: Clarify treats everyone on a company domain as internal, which can change what syncs and what gets recorded.
Resending and revoking invitations
Admins can manage pending (unaccepted) invitations from Settings → Workspace → Members:
Resend - Sends the invitation email again to the pending user.
Revoke - Cancels the invitation so the link can no longer be used to join the workspace.
Roles
Clarify has two roles: Admin and Member.
Admins - Full access to Clarify, including admin-only settings and user management. Can invite and remove users, change roles, and manage billing, API keys, and Warehouse settings.
Members - Access to CRM data, meetings, email, lists, workflows, and most workspace settings. Cannot manage billing, API keys, Warehouse settings, or users (invite, remove, or change roles).
To change a user's role, go to Settings → Workspace → Members and select their new role. Only Admins can change roles.
For full details on what each role can do, see User roles.
Removing a user
Admins can delete users from the workspace:
Find the user and click the Remove (trash) icon, then confirm
Deleted users are soft-deleted and can be restored by contacting support.
Default roles
Existing workspaces: All users were set to Admin when roles launched. Adjust from Settings → Workspace → Members.
New workspaces: The workspace creator is an Admin. All invited users default to Member.
FAQ
FAQ
We've changed our email domain, how do I switch that in my workspace?
Invite your new email address as a user and connect your email and calendar. Your old emails and meetings are preserved, but under the default participants-only visibility the new user will not see the old user's history. Switch Settings → Workspace → Email and meetings → Access to Everyone before the switch, while the outgoing user still has admin.