1. How to Add a New User to your Klarity Workspace

This article explains how a Workspace Administrator invites a new user to the Klarity platform, and ensure the new user has the right access based on their job.

Navigate to the user invitation settings

To add a new user, the administrator goes from the main Process Hierarchy page to the user management section in the application settings.

• Find the menu on the left side of the screen, Click 'Settings' at the bottom of the menu. 

  

• On the Settings page, find the '+ User' button at the top-right. Click '+ User' to open the invitation window. In the 'Invite new user' window, fill in the 'First & Last name' fields. Fill in the 'Work email' field. In the 'Role' dropdown, choose between 'Viewer,' 'Contributor,' and 'Workspace Admin.' 
• Click on the 'Send Invite' button at the bottom right of the window to send an email invitation with login instructions for the new user.
   

Role Types:

• Viewer: View files and content
• Contributor: Create & edit content (upload files, generate documents and use AI interviewer / Coach)
• Workspace Admin: Create & edit templates, manage users (plus Contributor access)
• Organizational Admin: Assign Workspace Admin roles (see Organizational Administrator article)

Important Information

• You need 'Workspace Admin' or 'Organization Admin' access in Klarity to add new users..
• This process is for inviting one new user. You cannot invite multiple users at once. If you need to invite over 10 users, reach out to support@klarity.ai or file a ticket with the in app help agent.
• Changing a user's role after they've been invited isn't supported directly; you would need to re-invite them with the correct role.