Add a person when someone needs your documents. Invite a team member when someone needs to work inside ClearPolicy. Use a group when several people need the same documents.
People
A person has a name and email address, with an optional phone number. They use personal email links or the signing portal to sign and read documents. They do not need a team member account or password.
Adding a person alone sends no email. Adding that person to a group can create signature requests if the group has Automatic request emails on and published documents that require a signature. The email follows within a minute.
See manage people or import people.
Team members
Team members sign in to manage the organization. Their role determines what they can see and change: Owner, Administrator, or Group Manager.
A team invitation is separate from a document request. If a colleague needs both management access and documents to sign, they can be both a team member and a person.
See invite and manage team members.
Groups
A group collects people who need the same documents, such as All staff, Volunteer drivers, or Board members.
Groups have two document uses:
Removing someone from a group removes read access granted by that group. Access remains if another group still grants it. Existing signature assignments are not automatically removed when someone leaves a group.
See create and manage groups for setup, automatic emails, default messages, and membership changes.
Group Managers
A Group Manager is a team member assigned to oversee particular groups. They can review those groups, send missing requests, send reminders, and view request activity.
They cannot manage people, documents, group setup, billing, or organization settings. They do not have the organization-wide dashboard or reports. An owner or administrator must assign their groups.
See team roles.
Source tracking
People can be added manually, imported from CSV, brought in from Planning Center, or added through an integration. ClearPolicy records their source so your team can identify how they were added.
Filter group members by status
Open the group’s People tab and select a status to find people who still need to sign. Select a person to review their required documents in Group compliance.
See track completion in groups and understand statuses.
Compliance progress within groups
Group progress counts only the people and required documents in that group. A person may be up to date in one group but still need to sign documents in another. Documents Available to read do not require a signature.
To check one document, open the group’s Documents tab and select a published document under Requires a signature. Group compliance shows who has signed and who still needs to sign.
Viewing a member’s document details
In a person’s Group compliance panel, expand a document to review its activity. Use Send request beside a document when a new signature is needed. Nudge at the bottom reminds that person’s eligible pending requests in the group. Last modified on October 6, 2026
