Choose the right role first
Before you send an invitation, decide what level of access this person needs.| Role | Best for | What they can do |
|---|---|---|
| Owner | The primary person responsible for the account | Full access, including organization settings, billing, member management, and Planning Center sync management |
| Administrator | Trusted staff who need administrative access | Manage settings, billing, import history, and members, but cannot assign another administrator |
| Manager | Day-to-day compliance work | Work with people, groups, documents, and requests, but cannot manage the organization or invite members |
Invite a team member
Only owners can invite or assign Administrator. Administrators can invite Manager users, but not other administrators.
What each role means
Owner
Owners have the highest level of access. They can manage organization settings, billing, import history, invitations, and member changes. Owners are also the only team members who can manage Planning Center sync settings.Administrator
Administrators can handle most organization administration tasks, including settings, billing, import history, invitations, and member removal. They can assign the Manager role, but they cannot assign Administrator.Manager
Managers are for staff who need to run day-to-day compliance work. They can manage people, groups, documents, and attestation requests. They can view the Members page, but they cannot invite, remove, or change other members.What happens when they accept
When someone accepts the invitation, they join your organization with the role you selected. They must sign in with the same email address that received the invitation. If the invitation is expired or has already been used, it cannot be accepted.Common issues
Why can’t I invite an administrator?
Why can’t I invite an administrator?
Only owners can assign the Administrator role.
Why can’t I invite an owner?
Why can’t I invite an owner?
The normal invite flow only supports Administrator and Manager.
Why can’t this person accept the invite?
Why can’t this person accept the invite?
Make sure they are signing in with the same email address the invitation was sent to. Invitations also expire after 7 days.
Why can’t I remove this member?
Why can’t I remove this member?
Managers cannot remove other members. The last remaining owner also cannot be removed or downgraded.
Why can’t I change my own role?
Why can’t I change my own role?
ClearPolicy does not allow users to change their own role.
If someone is already a member, do not invite them again. You also cannot create a second pending invitation for the same person.