Team Invitations
Estimated reading time: 5 minutes
Growing your team on clariBI? Here is how to invite new members, assign roles, and manage pending invitations.
Sending an Invitation
Go to Settings > Organization > Team Members
Click Invite Member
Enter their email address
Select a role:
- Member — standard access (default role for new users)
- Administrator — broad access for day-to-day management
Roles can be changed after the user joins. See Roles & Permissions for the full 5-tier role system.
Click Send Invitation
The invitee receives an email with a link to join your organization. If they do not have a clariBI account, they will create one as part of the invitation flow.
Workspace Invitations
You can also invite existing organization members to specific workspaces. From within a workspace, use the invite option to add members with workspace-specific roles:
- Viewer — can view dashboards and reports
- Contributor — can comment and provide feedback
- Editor — can create and edit content
- Admin — can manage workspace and members
You can include an optional personal message with the invitation.
User Limits
The number of team members you can have depends on your plan:
- Trial: 1 user
- Starter: 3 users
- Professional: 15 users
- Enterprise: 100 users
Need more seats? Purchase add-on user packs from Settings > Billing, or upgrade your plan.
Managing Invitations
Pending invitations appear in the Team Members list with a "Pending" status. You can:
- Resend the invitation if it was lost
- Cancel a pending invitation
- Change the role before the invitee accepts
Who Can Invite
Only users with the Owner or Administrator role can send invitations. Members, Analysts, and Viewers cannot invite new users.
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