Teams
Create a team when a part of the practice needs its own clients, templates and settings, while billing stays on the parent practice.
A team has its own clients, meetings, file notes, documents, meeting templates, document templates, branding and knowledge base. When you are in a team, you see that team's work. Switch from the name in the header.
Billing, SSO and API keys stay on the parent. A person can belong to more than one team, with a different role in each. Their default team is where they land, and it is the role that billing uses. Each person is counted once. Practice managers are not billed. See Billing.
Teams sit directly under the parent practice. Once teams are enabled, a "Teams" tab appears at Settings → Team. Contact Claras to enable it.
Creating a team
You need the owner or practice manager role on the parent practice to create a team and assign people.
Stay on the parent practice, go to Settings → Team, and open the "Teams" tab. Click Create team. You can also start from the header switcher while you are on the parent.
Choose a colour or a logo, then name the team. Claras builds the URL from the parent URL plus the name. You can edit the last part before you save.
Click Create team. Billing stays on the parent.
Add the people who should have access, or skip this and add them later.
Share the meeting templates and document templates the team should use, or skip this and share them later. See Sharing Templates Across Teams.
A new team starts with an empty template library. Share the templates it should use, or build new ones on that team.
Editing a team
After a team exists, open its row menu on the "Teams" tab and choose Edit. You can change the name, the URL and the colour, then click Save.
If you change the URL, saved links and bookmarks to the old address stop working. Edit is not available once the team is archived.
Deleting a team
Delete appears in the row menu only after the team is archived. Include "Archived" in the filters on the "Teams" tab to see it.
Deleting removes the team, along with its templates, knowledge and membership history. The URL can be used again. This cannot be undone.
Switching teams
The header shows the practice or team you are in. Open it and pick another team you belong to. Parent owners can open every active team.
Lists, templates and settings then come from the team you switched to. A specific meeting or client sends you back to that team's list, because the record belongs to one team.
People
See Invite your Team for roles, MFA and editing a person's details. When teams are on, the invite can assign someone to one or more teams at the same time.
Every person has one default team. That is their home. Other teams are extra access. Use Change default team from the member's row menu when they should land somewhere else. The previous default team becomes extra access.
Owners keep access to the parent practice, including when their default team is a child team. Other roles can leave the parent once their default team is a child team.
Change someone's default team once their clients on the current team have moved. The same dialog has Move clients and save when you want to move the clients as part of the change.
People whose default team is a child team sign in with the parent's SSO when the parent holds the domain. Connect SSO and create API keys from the parent practice.
Clients
On a team, the clients list shows that team's clients. On the parent practice, the list shows every accessible team's clients, with a team column and a team filter.
An owner or practice manager can limit that parent list to the parent practice's own clients. Go to Settings → Profile. Under "Preferences", set "Clients list" to "This practice only". "All teams" is the wider list. Each team's own list still shows that team's clients.
To move clients, stay on the parent, select them, and click Move to team.... This is an owner action. Meetings, file notes and documents go with the client. Add the client's adviser to the destination team first.
Archiving a team
Open the team's row menu on the "Teams" tab and choose Archive. Choose where members whose default team is that team, and all of its clients, should move. Extra access to the archived team is removed.
The header switcher shows active teams. Include "Archived" in the filters on the "Teams" tab, then choose Unarchive if you need the team again.
Last updated 6th November 2026 by Connor