Workspaces, Rooms, and Member Access in Claritee

Understanding how workspaces, rooms, and member permissions work will help you stay organized and collaborate effectively in Claritee.

Workspaces

• When you first create a Claritee account, you automatically get one workspace.

• If you invite other people, they gain access to that workspace.

• If someone else invites you, you’ll have access to their workspace in addition to your own.

👉 Most people and teams only need a single shared workspace.

Paid Plans and Workspaces

• Projects created inside a paid workspace have access to all features.

• If you create projects in your personal workspace (instead of the shared one), you won’t have access to the paid features unless you upgrade your workspace as well.

• Always confirm you’re in the correct workspace before starting new projects.

Rooms

Inside each workspace, you’ll find rooms. Rooms help organize related projects and assets.

• All projects created in a room share the same library (logos, images, reusable assets).

• This makes it easier to reuse assets across multiple projects.

How Rooms Are Typically Used

• Single company/team: You can keep everything in one room.

• Multiple clients: Create a separate room for each client. Upload their logos, images, and assets into that room for reuse across all their projects.

👉 Rooms also make it easy to control who has access to which projects.

Navigation

From the left panel, you can open the navigation menu to quickly:

• See all rooms you have access to.

• Jump directly into projects or even individual pages.

• Follow the breadcrumb trail at the top left of the screen to move back from a page → to its project → to the room.

Members and Permissions

You can invite people to join your workspace and rooms from the Members Panel (top-right).

How to Invite Members

1. Enter their email and click Invite.

2. Add them to the room(s) you want them to access.

3. Assign the correct permission level:

   • Manager – Can create new projects and edit existing ones.

   • Collaborator – Can edit projects in a room but cannot create new ones.

   • Viewer – Can view and comment but cannot edit.

⚠️ Important: If you don’t add someone to a room after inviting them, they’ll have an account but no access to your projects.

Summary

• Workspaces: Usually just one, shared with your company/team. Paid features apply only in paid workspaces.

• Rooms: Group projects and assets. Use one room for your company or separate rooms for each client.

• Members: Invite by email, add them to rooms, and assign the right permission level.

In most cases, it’s simple:

• One workspace → One room (for a team) or multiple rooms (for multiple clients).

• Add members where needed.

And if you ever get stuck, use the support button (bottom-right corner) to reach out for help.