Account Types

Introduction

There are 2 types of accounts in Clarizen Go:

  • Domain Account
    • All users in an organization with an email address that matches the organization’s domain(s) can log into the account without an invitation. These users will not see or have access to any Workspaces unless they were explicitly invited to them, but they’ll be able to create their own workspaces and invite others.
    • Domain account’s workspaces can be synchronized with Clarizen One. 
  • Team Account
    • New members are added to the Team account only when invited by existing members of the account.
    • Workspaces that exist within Team accounts cannot be synced with Clarizen One.

Domain Accounts

A Domain account can be linked to one or more email domain or sub-domain names. 

Any user with an email address matching one of the domain addresses can log in to the account without an invitation.

Creating a Domain Account

To create a Domain account, go to clarizen.com/clarizen-go-free-trial/, and select the Will you sync your tasks to Clarizen One option.

 

If you have multiple Clarizen One accounts, consult your Customer Success Manager or our support teams.

Joining a Domain Account

If your email matches one of the domain addresses linked to the Domain account, you can simply log in to the account using your Clarizen One or Office 365 credentials.

If your email address does not match the domain account, you can join by invitation. Ask one of the members in the account to invite you.

Log in to a Domain Account

Once you join a domain account, you can log in to it at go.clarizen.com using:

  • Clarizen One credentials
  • Office 365 credentials 
  • Your email address and password
    Note: If you previously logged in via Clarizen One or Office 365 only, but now want to log in via email and do not know your password, simply request to reset your password.

Syncing with Clarizen One

Syncing with Clarizen One is a 1-to-1 relationship, so you can sync one Clarizen One account with one Clarizen Go account. Click here to learn more about the sync.

Note: Domain addresses are unique per Clarizen Go domain account; so you cannot associate the same domain to two Clarizen One accounts. It’s worthwhile planning which accounts to sync beforehand, especially if you have multiple Clarizen One accounts in the same domain.

Team Accounts

To join a Team account, a user must be invited to the account by an existing member.

Creating a Team Account

You should register at clarizen.com/clarizen-go-free-trial/, and Clarizen Go will create an account for you.

The account will be created with a temporary account name based on your email, which you can change later in the Account settings. 

Note: If you have a colleague already using Clarizen Go, you will receive an email suggesting to join the account.

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After you log in, you can invite colleagues to the account. 

Joining a Team Account

To join a Team account, you must be invited by an existing member of the account.

Log in to a Team Account

Once invited, you can log in at go.clarizen.com using:

  • Clarizen One credentials
  • Office 365 credentials
  • Your email address and password
    Note: If you previously logged in via Clarizen One or Office 365 only, but now want to log in via email and do not know your password, simply request to reset your password. 

Multiple Accounts

You can be a member of multiple accounts of different types. To switch between accounts, simply hover over your avatar, select Switch Account, and toggle between accounts.

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Example of Multiple Accounts and Domains

Accounts and domains

  • Account A is a Domain account with the domain a.com
  • Account B is a Domain account with the domain b.com
  • Account C is a Team account
  • Users: u1@a.com, u2@b.com, and u3@c.com 

Logging in, inviting, and accessing the accounts

  1. User u3 created the Team account C.
  2. User u1 logs in via Office 365 and joins the Domain account A.
  3. User u1 invites u2 and u3 to account A.
  4. User u2 logs in via Office 365 and sees 2 accounts; A (joined by invitation) and B (joined via matching domain)
  5. User u2 invites u3 to account B
  6. User u3 logs in via Clarizen One and sees 3 accounts; A, B, and C.
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