Once you have invited people to your team, you manage everything from the My Team card on your My Account page. This article covers what happens after the invite. To add someone new, see How to Invite Team Members to Clariti.
Only site owners can manage a team.
Find Your Team
Click your name in the top right corner, choose My Account, and scroll to My Team. Each member is listed with their name, email, and the sites they can access. Invites that have not been accepted yet show a Pending badge and the date they expire.
What Team Members Can Do
Team members have the Editor role. Editors can work with your content: create projects, tasks, annotations, notes, reminders, and labels. They cannot see your billing, your Google account settings, or your WordPress plugin settings.
Change Which Sites Someone Can Access
1. Click the … menu next to the member and choose Edit Site Access.
2. For each of your sites, choose Editor or No Access.
3. Click Save.
Each member needs access to at least one site. To take away access to everything, remove them from your team instead.
Note: When you set a site to No Access, any reminders that person had on that site are deleted. Their tasks, notes, and annotations stay on the site.
Remove Someone From Your Team
Click the … menu next to the member and choose Remove Member, then confirm. They lose access to all of your sites right away, and their reminders on your sites are deleted. The work they did on your sites stays, and their Clariti login keeps working for any other team they belong to.
Manage Pending Invites
Invites expire after 7 days. The pending invite shows its expiration date on the My Team card.
To cancel an invite, click the … menu next to it and choose Revoke Invite.
To resend an invite, revoke the pending one first, then invite the same email again. Your team can only have one pending invite for each email address.
If the person you invite already has a Clariti account, they are added to your team right away and no invite email is sent. They will see your site in their site selector the next time they log in.
Frequently Asked Questions
My teammate never got the invite email.
Ask them to check their spam or promotions folder for an email from Clariti. If it is not there, revoke the invite and send a new one, and double-check the spelling of the email address.
The invite link says it is not valid.
If they see The invite link you followed is not valid., the invite has probably expired or been revoked. Send a new invite from the My Team card.
Can a team member connect Google or change the WordPress plugin?
No. Only the site owner can change the Google account and WordPress plugin settings.
Can a team member see our billing?
No. Billing is visible only to the account owner.
Still Have Questions?
Reach out anytime and we will help you sort it out. Email us at [email protected].