Team

Only authorized team members can access Claret. In order to get access to the system, you will need to be invited by another team with 'Admin' privileges.

Users in Claret are managed at Settings > Workspace Settings > Team

When you enter the Team section, you will see a list of all existing team members, along with details of their access levels.

New Team Members

To invite a new team member to Claret, select the 'Invite others' button at the top right of the Team page.

On the modal that appears, you can enter the email address of the team member you wish to add, along with a message that will be sent in the invitation email to the user.

Initially, the team member will have 'View Only' access to all modules available to your workspace, however, this can be changed immediately an 'Admin' member after creating the team member if required.

Once all data has been entered, select to 'Send invite'. The team member will now get an email inviting them to 'Accept Invite'.

When the team member selects 'Accept Invite', they are invited to finish setting up their account by selecting a secure password.

Once the team member completes this information they will be logged into Claret, with the access levels you assigned during the invitation process.

Existing Team Members

If you wish to update an existing team member, select the 'edit' pencil icon beside their name.

There are 3 sections you can manage within a team member's profile.

1. Basic info

Here you can edit a team member's name and email address.

1. Password Reset

You can also reset a team member's password. (See Password Reset).

1. Privileges

You can manage the access levels for the team member. See Team Member Privileges