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 the user's email address
Click "Send invitation"
The invited user will receive an email with instructions to join your workspace.
ℹ️ If you invite a user from a different domain, their domain will automatically be added to your workspace Company Domains.
Resending and revoking invitations
Admins can manage pending (unaccepted) invitations from Settings > 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 > Members and select their new role. Only Admins can change roles.
For full details on what each role can do, see Roles & Permissions.
Removing a user
Admins can delete users from the workspace:
Go to Settings > Members
Find the user and select Delete
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 > 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, connect your email and calendar, and you'll be all set. Your old emails and meetings will still exist, even if you delete the old user account.