Users in your Clarify workspace can have one of two roles — Admin and Member. A user's role determines what they can or cannot do in Clarify.
Roles
Admins
Full access to Clarify, including admin-only settings and user management.
Invite and remove users
Change user roles
Access Billing, API keys, and Warehouse settings
All Member permissions
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).
Changing a user's role
Go to Settings > Members
Find the user
Select their new role
Only Admins can change roles. Role changes take effect immediately.
Default behavior
Existing workspaces: All users were set to Admin when this feature launched. Adjust roles manually from Settings > Members.
New workspaces: The workspace creator is an Admin. All invited users default to Member.
Limitations
Only two roles are currently available: Admin and Member. More granular permissions are planned.