Create employees

This guide shows you how to add employee records to your organization. Employee records must exist before you can invite people to join Klarify as members.

In your main workspace, navigate to the People page in the left sidebar, select Employee tab, and click the Create New Employee button in the top right corner.

Step 1: Enter basic information

Enter the employee’s First Name (required).
Enter the employee’s Last Name (required).
Enter the employee’s Work Email (required).
Optionally add:
- Middle Name
- Display Name
- Work Telephone
- Profile picture (click Upload picture)
Click Next.

Step 2: Add address and timezone (optional)

Click Edit next to Home address to expand the section.
Enter address details or click Skip.
Click Edit next to Timezone to expand the section.
Select a timezone from the dropdown or click Next.

Step 3: Assign positions (optional)

Click Edit next to Positions to expand the section.
Search for and select a Primary Position.
Optionally assign a Secondary Position.
If the position doesn’t exist, click Add position in new tab to create it first.

Step 4: Create the employee

Click Create employee.

The employee record is now created. To invite this person to join Klarify, see Invite employees to Klarify.

Create and invite in one step

To create the employee and send an invitation at the same time:

Check Invite [Name] to join Klarify.
Select a Content access role:
- Viewer – can only view content with permission
- Editor – can create and edit content with permission
- Manager – can edit all published content
Select an Admin access role:
- Personal Account – can manage personal settings only
- Account Admin – can manage organization settings and members
- Org Manager – can manage employees, positions, teams, and departments
- Super Admin – has Account Admin and Org Manager roles
- Account Owner – has all permissions including billing
Optionally add a personalized message.
Click Create employee and send invite.