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Team Management

How to manage your IRIS Clarity team in the account dashboard

Team Management

Inviting users

You can invite users by entering their email addresses or by uploading a .csv file. After you enter the email addresses, you'll be asked to:

  • Set a role: Admin or User.
  • Assign a profile (Professional and Enterprise plans only).
  • Choose whether to invite the user without access to IRIS Clarity.

User management actions

Select the checkbox next to a user to see the actions you can take.

Product access: product access is how you assign IRIS Clarity seats to a user. To log in to the app, a user must be invited to the dashboard and have product access. You can invite a user without product access so they can use management features without using a seat. On Professional and Enterprise plans, this includes analytics.

Roles: each role includes the permissions of the role before it:

  • User: download the app and reset their password.
  • Admin: team settings, plus analytics and app profiles on Professional and Enterprise plans.
  • Owner: billing.

Assign a profile: assign app profiles to users. This is available on Professional and Enterprise plans.

Resend invite: resend a user's dashboard invitation.

Delete user: remove a user from the team.