admin_panel_settings Managing Users

verified_user 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 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 User Management Options

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

Category	Button	Action
Actions	New	Create a single new user.
	Edit	Modify an existing user account.
	Remove	Cancel or remove a user's account.
	Import	Bulk-upload users from an Excel file.
View	Permission Details	See what permissions are assigned to an individual user.

person_add Create a New User

Option A — Single User

1. Click the New button in the Users ribbon.
2. Enter the Email Address of the user.
3. Enter the user's Display Name (full name or preferred name).
4. Select the Domain. The domain places the user in the appropriate organizational context and may affect which organization-specific records, role assignments, and administration views apply to the user.
5. On the right side, check the boxes for the Roles this user should be assigned to. See Roles for a full list of permissions assigned to each role.
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.

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

shield_person View & Manage Permissions

To see what permissions an individual user has:

1. Click on a specific User in the Users list.
2. View the user's role-based permissions by clicking Permission Details. Click the Close button in the top-right corner when done.
3. Edit the user's role-based permissions by clicking Edit and updating the user's Roles Assignments.

edit_note Edit or Remove Users

Edit an Existing User

1. Select the user you want to modify.
2. Click the Edit button in the Users ribbon.
3. Update their information (name, email, domain, or roles). The domain places the user in the appropriate organizational context and may affect which organization-specific records, role assignments, and administration views apply to the user. See Roles for a full list of permissions assigned to each role.
4. Click Submit.

Disable or Remove a User

1. Select the user to manage.
2. Click the Remove button in the Users ribbon.
3. Clicking Remove will cancel or remove the user's account. To Disable an account instead (temporary removal that preserves the account for future re-enablement), click the Edit button and update the user's status from there.