Invite employees to Klarify

This guide shows you how to invite people to join your Klarify organization as members. Members can sign in and access content based on their assigned roles.

Employee records required

To invite someone as an employee member, their employee record must exist first. See Create employees.

Go to Settings → Members and click Invite employees + (for internal team members) or Invite guests (for external users with limited access).

Tip

Employee members count toward your monthly invoice. Partners and Guests do not.

Step 1: Select the employee to invite

1. Search for the employee by name.
2. Select the employee from the results.

If the employee doesn’t exist yet, create them first.

Step 2: Assign access roles

1. 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
2. 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

Step 3: Send the invitation

1. Optionally add a personalized message.
2. Click Send invite.

The invitee receives an email with instructions to join your organization.