Partager via


Team management

Once you sign up to Clarity and add a new project, you're now the project's Admin. You can only modify project settings if you're an Admin of the project.

Select a project. Go to the Settings -> Teams to start managing your team.

Team roles

Clarity supports two roles:

  • Admin: An Admin has complete access to the project. There can be multiple Admins for a project.

  • Team member: A member added by the Admin has read and write access to the project.

Project access

Here are the permission levels for each role.

Actions Admin Team member
Change roles Yes No
Add a team member Yes No
Remove team member Yes No
Delete project Yes No
Manage settings Yes No
View Heatmaps Yes Yes
Share Heatmaps Yes Yes
View Recordings Yes Yes
Save segments Yes Yes

Add team members

Admins can add team members through their email IDs. There's no limit on the number of users you can add to a project. However, only 10 pending invites are allowed at a time.

Step 1

Select a project. Go to Settings -> Team -> Add team member.

Select add team member.

Step 2

Enter an email ID and select the member role. Select Add.

Enter email ID and select add.

Step 3

The new team member can view the project in My Projects once they accept the invitation received through email.

Remove team members

Important

  • You can only remove members in your project if you are an Admin. Removing a user will deny them access to the project. You can readd the user to your project.
  • If you are the only project member and remove yourself, the project will be deleted.
  • Once you see confirmation of removing the user, we strongly recommend to remove the Data export tokens, if any, associated with the removed user. Remove data export api token.

Step 1

Select a project. Go to Settings -> Team. Choose the member you wish to remove from the list of team members and select Remove.

Go to team and remove.

Step 2

On the pop-up window, select Yes, remove to confirm the deletion.

confirm on the popup window.

Remove Admin

The Admins can delete themselves from the project.

Important

If you are the only Admin, assign a new Admin before removing yourself.

Step 1

Select a project. Go to Settings -> Team.

Go to team.

Step 2

Select Leave team and confirm on the pop-up window.

Leave team.

Change user role

Note

  • A user can be an 'Admin' or 'Member'. Check project access to know more.
  • You can change the user role to Admin only if you are an Admin of the project.

Step 1

Select a project. Go to Settings -> Team.

Navigate to team.

Step 2

Choose the member from the list of team members and select the user role from the menu.

Select user role.

Cancel an invite

After adding a team member, you can cancel the invite before they accept it.

Step 1

Select a project. Go to Settings -> Team.

Navigate to team in settings.

Step 2

Choose the member from the list of team members and select Cancel invite.

Select cancel invite.

FAQ

For more answers, refer to Team management FAQ.

Visit Clarity