How to Add a Team User

Overview

Team users are individuals who will have access to their own portals in ClarityNOW with login credentials, or who serve as editors/viewers on your portal.

How to Add a Team User

1. Log in to your ClarityNOW portal
2. Click Portal Dashboard
3. Find the Team tab
4. Click Invite User

If the person is already a team member, they will automatically appear in the dropdown list. If you're adding a new user:

1. Select New User
2. Enter their name and email address

Selecting a Role

Choose the appropriate role for the user:

• Agent — Can create their own individual ClarityNOW portal with full tracking and reporting
• Editor — Can view and edit your portal data
• Viewer — Can only view your portal (read-only access)

An email invitation will be sent to the user. They must click the link in the email to accept the invitation and gain access.

Giving Agents Portal Access

You can grant agents on your team access to their own ClarityNOW portal by inviting them as a Team User with the Agent role. The process is the same as above:

1. Navigate to Portal Dashboard → Team → Invite User
2. Select the agent from the dropdown (if they are already a team member) or choose New User
3. Enter their name and email address
4. Select Agent as the role
5. Choose a team role (admin, coach, or other)
6. Click Invite User

The agent will receive an email invitation. Once they accept, they can log in and create their own individual ClarityNOW portal where they can track their personal production, pipeline, and daily activities.