Invite your Team

Having your whole team in Claras gives everyone a shared view of clients and processes. With common templates and agreed workflows, your practice operates from the same page, applying the same standards across all meetings, file notes, and documents.

This page covers:

• Inviting your team

• Security requirements

• Roles and permissions

• Editing a team member's details

Invite team members

We recommend inviting support staff (they're called "Assistants" in Claras) and other advisers right away. This way, you'll experience the full workflow and see how Claras supports collaboration across your practice.

1. Go to Settings > Team

2. In the Invite Team Members section

   • Enter one or more emails

   • Choose their role from the drop-down menu

   • Click Invite users

3. Claras will send them an email with instructions to join

Security requirements

Multi-factor authentication (MFA) is required for all users. Each team member will need to set up an authenticator app (such as Google Authenticator or Microsoft Authenticator) during their first login, and any time they change devices.

Roles and permissions

Roles define what each team member can see and do in Claras, helping you maintain a shared client view while protecting sensitive settings and information.

• Adviser/Owner – Full access to all functions

• Adviser – Can create and manage client meetings, file notes, and documents, but has limited administrative access

• Practice Manager – Can manage practice settings, templates and team access without directly managing client records

• Assistant – Can view and manage client information, schedule meetings, create documents and handle post-meeting admin without access to practice settings

Assistants vs Advisers

A common question is "what's the difference between the assistant and adviser role?". Currently assistants cannot:

• Be assigned as the primary adviser for clients

• Be set as the meeting facilitator

• Record meetings directly in Claras (they can upload recordings though)

• Create or edit templates

Our guiding philosophy when it comes to current and future features in Claras is this: If someone needs to make decisions or professional judgment about what clients receive, they need an adviser license. If they're helping prepare and process that work, assistant will be sufficient.

Editing a team member

You can update a team member’s details or change their role at any time.

1. Go to Settings > Team

2. Click on the team member’s name to open their profile

3. Update their name or select a different role from the drop-down menu

4. Use the Access toggle to control whether their profile is active:

   • Active – the user has access to your practice and counts towards billing.

   • Inactive – the user can no longer log in, and their licence will not be billed.

5. Click Update user to save your changes.

Next

Set up your profile, to help Claras understand you and your practice.

Last updated 17th November 2025 by Stuart