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
Add and manage custom MCP integrations
All Member permissions
Members
Access to CRM data, meetings, email, lists, and workflows. Members can view workspace settings but cannot change them - workspace settings, billing, API keys, custom MCP integrations, and user management (invite, remove, or change roles) are all Admin-only.
Changing a user's role
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 → Workspace → 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. Roles govern workspace administration - settings, billing, members and keys. What an individual can see of your CRM data, meetings and email is controlled by sharing rather than by role. See Sharing and permissions for how that works.