Add Users to Your Clearbit Team

Last Updated: September 11, 2023

📝 Please note: You can only invite someone to join your team if you are an admin on your team's Clearbit account.

You can add multiple users to a Clearbit Team, allowing your colleagues access to Clearbit's free tools and products. This article shows how to invite them, how to assign users a role, and how to toggle between teams in your Clearbit dashboard.

Skip Ahead to:

• How to Invite Users
• How to Add User Roles
• How to Switch Between Teams

How to Invite Users

1. Click your name in the bottom left hand corner of the Clearbit Platform. Select 'manage team' below the name of your account. 
2. Navigate to the Users tab. This tab is only editable to team admins.
3. Enter the appropriate email addresses and click the Send invite button. The invitee will get an email prompting them to set up a Clearbit account. Once that's done they'll automatically be added to your team.

How to Add User Roles

1. Click your name in the bottom left hand corner of the Clearbit Platform. Select 'manage team' below the name of your account. 
2. Navigate to the Users tab. This tab is only editable to team admins.
3. Update the Role per user
   • User role: Sees everything in your account, aside from adding team members, making billing changes, and accessing API keys.
   • Admins role: Sees everything in your account, including adding new team members, and changing their roles.
4. Click on the user's role to change it.

📝 Please note: If you want someone to update the billing info on your Account, be sure to make them an Admin once they are part of the team.