Managing the Account and Inviting Members

In Account Settings, you can:

  • View members and invite additional internal or external members
  • Classify a member as an Admin, Member, or Guest
  • Delete a member
  • Rename the account

Note: You must be an account Admin to access Account Settings.

Accessing Account Settings

To access Account Settings, click the settings cog in the left navigation panel, below your profile picture.

Inviting Members to the Account

To invite a member:

  • When a member is invited from Account Settings, the member will be able to create their own Workspaces in Clarizen Go. To add them to a specific Workspace, invite them from that Workspace.
  • Members of your company (belonging to the company email domain) will automatically be added to the Clarizen Go account when they sign up with their company email or Clarizen credentials associated with the company domain.  They can access Clarizen Go by going to https://go.clarizen.com/signup to join the account.

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