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Team Management

How to manage your IRIS Clarity team in the account dashboard

Inviting users

Users can be invited to the IRIS Clarity Team via,

  • Manual email
  • Uploaded .csv file

After entering the emails you will be prompted to,

  • Set a role
    • Admin
    • User
  • Assign a profile
  • Invite without access to IRIS Clarity



User management actions

Selecting a user (via the checkbox) enables user actions.


Product access

Product access is how you assign Clarity seats to a user. To log in to the app, a user needs to be invited to the IRIS Account Dashboard and have product access assigned.

Users can be invited to a team without product access to access management, analytics etc. without taking up a seat.



Roles

Access to different areas of the dashboard can be controlled by user roles.

User
      • Download the app
      • Reset password
Admin
      • Everything in the user role
      • Analytics
      • App profiles
      • Team settings
Owner
      • Everything in the admin role
      • Billing

Assign a profile

Assign app profiles to users.


Resend invite

Resend a users invite to the account dashboard


Delete user

Delete a user