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Managing User Settings & Permissions in CLARA

Learn how to manage your personal account settings and configure user roles and permissions for your team in CLARA.

Estimated read time: 3–4 minutes

CLARA makes it easy to manage your account preferences and assign the right level of access to each member of your team — so everyone has exactly what they need to do their job well. This guide walks you through your personal account settings and how to manage user roles and permissions.

What you'll need before getting started

Before you begin, make sure you have:

  • Access to CLARA with Partner Admin or Account Owner permissions (required to add or edit users)

  • Any user can manage their own personal account settings

⚠️ Note: Only Partner Admins and Account Owners can add new users or change role assignments. If you don't have the right access, reach out to your admin or our Partner Success team at success@getclara.io.

My Account Settings

Every CLARA user has a personal account page where you can manage your own details. To access it, click your profile icon and select My Account from the menu.

From here you can:

  • Name & Email — view and update your personal information

  • Password — use the Update Password button to reset your login credentials

  • Theme Toggle — switch between light and dark mode to personalize your workspace

  • Log Out / Remove Account — manage your session or remove your account if needed

User Roles & Permissions

CLARA uses role-based access to make sure everyone on your team has the right level of visibility and control. Here's a breakdown of each role:

  • Account Owner — has full access to all settings, users, billing, integrations, and permissions. Can manage team members, create and assign jobs, and access all company settings. There is only one Account Owner per account — the person who originally created it.

  • Partner Admin — has the same full access as the Account Owner, with the exception of billing. Can manage team members, settings, integrations, and job assignments.

  • Recruiter — responsible for screening candidates, updating statuses, and collaborating with hiring managers. Has limited access to admin settings. Recruiters can adjust AI Settings for jobs they have been assigned or added to.

  • Hiring Manager — can review assigned candidate pipelines, collaborate with recruiters, and make hiring decisions on shared candidates.

Each user's role, status (Active/Inactive), company name, and last activity date are visible from the Users list in Settings.

How to Add or Edit Users

  1. Go to Settings → Users.

  2. Click the + Add New User button. Only Partner Admins and Account Owners can add new users.

  3. Enter the user's details and assign the appropriate role from the dropdown.

  4. To find or update existing team members, use the filters to search by role or status.

Best Practices

  • 💡 Assign Partner Admin roles only to those who need to manage team operations — keep admin access limited to avoid unintended changes.

  • 💡 Make sure each Hiring Manager is linked to their active job requisitions so they can access the right candidate pipelines.

  • 💡 Use the Recruiter role for team members focused on day-to-day screening and candidate communication.

  • 💡 There is only one Account Owner per company account, but Partner Admins have equivalent access and can handle most admin tasks on their behalf.

Frequently Asked Questions

Can I have more than one Account Owner?

No — there is only one Account Owner per CLARA account. This is the person who originally created the account. However, Partner Admins have the same level of access and can perform most of the same actions.

Who can add or remove users?

Only Partner Admins and Account Owners can add new users or modify existing user roles and permissions.

Is there a limit to how many users I can add?

No — there is no limit on the number of users you can add to your CLARA account. Add as many team members as you need.

Can a Recruiter adjust AI settings?

Yes, but only for jobs they have been assigned to or added to. They cannot change AI settings at the company level — that requires Partner Admin or Account Owner access.

What happens if I remove a user?

Reach out to our Partner Success team at success@getclara.io for help with removing users from your account.

Need Help?

Our Partner Success team is always here for you. Whether you have a quick question or need hands-on support, don't hesitate to reach out.

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