admin_panel_settings Managing Users

This guide walks you through creating, editing, and removing users in Clarity, including assigning roles and permissions based on your organizational structure. You can add users one at a time or bulk-import them from an Excel file.

verified_user Step 1: Verify Access & Permissions

Before creating users, confirm you have the necessary permissions in Clarity.

  1. Log into Clarity.
  2. Click the Gear icon in the top-right corner.
  3. Select Admin from the menu.

You should see the Admin menu with three main categories: Organizations, Roles, and Users. If the Admin option is not available, contact your system administrator to request user management permissions.

menu_open Step 2: Understand the Admin Menu

The Admin menu contains three categories for managing your Clarity system:

Category Purpose
Organizations Create new lines of business or entirely new companies and organizations within Clarity.
Roles Define permission groups with specific access levels (e.g., Executive Team, Finance Team, Sales Team). Each role controls visibility to reports, tools, Databooks, and Reportbooks.
Users Manage individual user accounts and assign them to roles.

manage_accounts Step 3: User Management Options

Click Users in the Admin menu to see the management ribbon with these options:

Button Action
New Create a single new user.
Edit Modify an existing user account.
Remove Delete or temporarily disable a user.
Import Bulk-upload users from an Excel file.
View Permissions See what permissions are assigned to an individual user.

person_add Step 4: Create a New User

Option A — Single User

  1. Click the New button in the Users ribbon.
  2. Enter the user's Display Name (full name or preferred name).
  3. Enter the Email Alias (username or email prefix).
  4. Select the Domain. Use domains to differentiate organizational roles, for example internal employees versus external consultants.
  5. On the right side, check the boxes for the Roles this user should be assigned to.
  6. Click Submit.

The new user is created and assigned to the selected roles. They now have access to Clarity with the permissions associated with their roles.

Option B — Bulk Import

For adding multiple users at once:

  1. Click the Import button in the Users ribbon.
  2. Prepare an Excel file with the required fields: Display Name, Email Alias, Domain, and Role assignments.
  3. Upload the Excel file.
  4. The system automatically loads all users with their corresponding permissions.

lightbulb Tip: Bulk import is especially useful for initial platform setups or large onboarding batches.

shield_person Step 5: View & Manage Permissions

To see what permissions an individual user has:

  1. Click on a specific User in the Users list.
  2. Review their assigned Permissions and Roles.

You can verify the user has the correct access level and make adjustments by editing their role assignments.

edit_note Step 6: Edit or Remove Users

Edit an Existing User

  1. Click the Edit button in the Users ribbon.
  2. Select the user you want to modify.
  3. Update their information (name, email, domain, or roles).
  4. Click Submit.

Disable or Remove a User

  1. Click the Remove button in the Users ribbon.
  2. Select the user to manage.
  3. Choose one of the following:
    • Disable — temporary removal; the user retains their account but cannot access Clarity.
    • Remove — permanent deletion; use when an employee leaves the company.

warning Caution: Removing a user is permanent. If the person may return, choose Disable instead so you can re-enable their account later.

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Last updated
April 2026
Audience
Clarity Admins
v3.0 | 20260413