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.
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.
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 |
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.
Select a project. Go to Settings -> Team -> Add team member.
Enter an email ID and select the member role. Select Add.
The new team member can view the project in My Projects once they accept the invitation received through email.
Belangrijk
- 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.
Select a project. Go to Settings -> Team. Choose the member you wish to remove from the list of team members and select Remove.
On the pop-up window, select Yes, remove to confirm the deletion.
The Admins can delete themselves from the project.
Belangrijk
If you are the only Admin, assign a new Admin before removing yourself.
Select a project. Go to Settings -> Team.
Select Leave team and confirm on the pop-up window.
Notitie
- 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.
Select a project. Go to Settings -> Team.
Choose the member from the list of team members and select the user role from the menu.
After adding a team member, you can cancel the invite before they accept it.
Select a project. Go to Settings -> Team.
Choose the member from the list of team members and select Cancel invite.
For more answers, refer to Team management FAQ.