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 and Warehouse settings, and create workspace-wide API keys
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, custom MCP integrations, and user management (invite, remove, or change roles) are all Admin-only. API keys are a partial exception: any member can create a personal key that acts on their own behalf, while workspace-wide keys are 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 - and they also affect CRM data: an Admin can see and edit every list, record and task, shared or not. Meetings and email are different. What anyone, Admin or Member, can see of those is controlled by sharing. See Sharing and permissions for how that works.