User Roles

Staff users can be assigned one of four roles in Clarity.  See matrix below for specific access assigned to each role:

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• Log on

  Logging on Last Updated about an hour ago To protect your clients data, Clarity requires 2 factor authentication to login. To login: Enter your email address Enter your password Click on the login button Once Clarity authenticate your account it will ...

• View project time tracking

  To see a project time tracking with billings, you must have management or system admin roles.  If you don't have one of those roles, you can only see time tracking information without the billing information.  To Access the project time tracking, ...

• Create Custom Fields

  Starting in Version 14.0, you can create custom fields for both clients and projects. Creating the custom fields for projects and clients works the same way.  To start adding custom fields you use the following menus: For Projects, go to ...

• V 14.0 Release Notes (2022)

  Release 14.0 Release date: June 2022       Custom Fields: System admin will now have the ability to add custom fields to projects and client records. System admin can indicate whether each field is visible and/or editable by the client. All staff ...

• V 13.0 Release Notes (2021)

  Release 13.52 Release date: 2/27/2021 Resolved issue with multiple file download.  This issue was occurring when trying to download multiple files at once where and the system errors out indicated that one of the file is now found. Release 13.5 ...