Team management
Once you sign up to Clarity and add a new project, you will be the Admin of the project. You can only modify project settings if you are an Admin of the project.
Select a project and navigate to 'Settings' tab. Go to 'Teams' to start managing your account.
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 team member who is 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 |
| View Heatmaps | Yes | Yes |
| Delete Heatmaps | Yes | Yes |
| Share Heatmaps | Yes | Yes |
| View Recordings | Yes | Yes |
| Save filters | Yes | Yes |
| Update filters | Yes | Yes |
| Access saved filters | Yes | Yes |
| Manage settings | Yes | No |
| View shared Heatmaps | Yes | Yes |
| View shared Recordings | Yes | Yes |
Add team members
Admins can add team members through their email IDs. There is no limit on number of users you can add to a project. However, only 10 pending invites are allowed at a time.
Step 1
Select a project and navigate to 'Settings' tab. Go to 'Teams'. Select 'Add team member'.
Step 2
Enter email ID and select the member role. 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 remove users in your project if you are an Admin of the project. Removing a user will deny them access to a project. You will be able to add the user to your project again.
- If you are the only member of a project and removing yourself, the project will be deleted.
Step 1
Select a project and navigate to 'Settings' tab. Go to 'Team'.
Step 2
Choose the member you wish to remove from the list of team members and select 'Remove'.
Step 3
On the pop-up window, select 'Remove' to confirm the deletion.
Remove Admin
The Admins can delete themselves from the project. If you are the only Admin for a project, you would need to add another Admin before removing yourself.
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 and navigate to 'Settings' tab. Go to 'Team'.
Step 2
Choose the member from the list of team members and select user role from the dropdown list.
Cancel an invite
After adding a team member, you can cancel the invite before they accept it.
Step 1
Select a project and navigate to 'Settings' tab. Go to 'Teams'.
Step 2
Choose the member from the list of team members and select 'Cancel invite'.
FAQ
For more answers, refer to General FAQ.
How many users can I invite to view my project?
There are no limits to the number of users you can add to each project. However, only 10 pending invites are allowed at a time.
Does Clarity require any special software to run?
No. To run Clarity on your website, you must finish the Setup process.
Can I delete all the data for my project?
You cannot delete data without deleting the project. Check Delete a project to know more.
Is there a limit on number of Admins per project?
No. There's no limit on number of Admins for a project. You can add multiple admins to a project.
What user roles are available for my team members?
A user can be an Admin and Team member.
Admins have the following permissions:
- Changing the user role.
- Deleting a project.
- Update or modify project information.
For more details, refer to Project access.