Users, signing in and two-step

What this is

Signing in is only for the people who build the plan. Everyone else gets a personal link and never needs an account.

One Clarity login. Clarity Resource is part of your company's Clarity account: you sign in once there - email, password and two-step code - and open Resource from My products, or press Sign in with your Clarity account on Resource's sign-in page. Your company's people are added, and given a licence, on the account's People tab; they appear in Resource the first time they open it.

The first time someone opens Resource from a Clarity account it has never seen, it asks one question: start Clarity Resource for the company - a new, empty plan with them as its owner - or link a Resource sign-in they already have. An existing sign-in is only ever linked after its own password and a confirmation; a matching email address never links anybody on its own.

Once linked, the Clarity sign-in is the only way in - your old Resource password stops working. The owner of the original Resource keeps theirs as an emergency way in.

Each company's plan is kept in a database of its own, so nobody ever sees another company's people, sites or branding.

If a subscription ends, the plan becomes read-only: it still opens, prints and exports, and site teams' links still work, but nothing can be changed until it is renewed in the Clarity account.

Price bands. The subscription is priced by how many people are on the plan - each person added to a site counts once, however many sites they're on, and people only on archived sites don't count. Bands go up to 10, 30 or 75 people; above that is by quote. Any number of people can build the plan - planners are never counted. If the plan grows past your band, owners and admins see a note at the top of the page with a Clarity account button to move up a band. Nothing ever stops working: it is a reminder, not a block, and it goes as soon as the plan is back within the band.

Nobody types a password for anybody else. An admin invites someone by email; the invitation is a link to choose their own password, and it works once, for 7 days.

Two-step sign-in is required for everyone. After your password you type a six-digit code from an authenticator app on your phone (Microsoft Authenticator, Google Authenticator or similar). You set it up the first time you sign in, and get eight recovery codes to keep in case you lose your phone.

There are three roles. The owner - one per company - and admins can invite people, change their roles, send them a password reset link, reset their two-step sign-in, and manage branding and the whole-plan link. Members can change the plan. The owner can never be disabled or demoted, and can hand ownership to an admin.

Forgotten your password? Forgotten your password? on the sign-in page emails you a link that works once, for an hour. It says the same thing whatever address is typed, so it can't be used to find out who has an account.

Five wrong passwords or codes in a row locks that address for fifteen minutes - and so do twenty failures from one place, whatever addresses it tries.

The very first time Clarity Resource is set up there are no users at all. The first account - the owner - is made from a one-time setup link that Clarity support gives you, so nobody else who finds a new, empty copy can make themselves its admin.

What it looks like

Start to finish

1. An admin invites you from Users & sharing.
2. You open the email, choose your password, and sign in.
3. You scan the QR code with your authenticator app, type its code, and save your recovery codes.
4. From then on: password, then the code from your phone.

How to

• Sign in with Clarity: Sign in with your Clarity account, on the sign-in page - or Open beside Clarity Resource in your Clarity account.
• Add someone: on your Clarity account's People tab, with a licence for Clarity Resource. (A Resource not yet on a Clarity account still invites by email: Users & sharing, Invite someone.)
• Link the Resource sign-in you already have: open Resource from your Clarity account, choose Link my existing Clarity Resource, sign in with your Resource password, then Yes, link them. To undo it: Users & sharing, Your sign-in, Unlink my Clarity account.
• Invite someone (admin, not on a Clarity account): Users & sharing, Invite someone - their name, email, and Member or Admin. If the invitation runs out, Manage beside their name, then Send the invitation again.
• Forgotten your password: Forgotten your password? on the sign-in page, then the link in the email. Or ask an admin: Manage, then Email them a password reset link - it goes to your own inbox.
• Lost your phone: at the code step, open Lost your phone? and type one of your recovery codes instead. Then Users & sharing, Your sign-in, New phone? Set it up again - that also gives you fresh recovery codes. No codes left? An admin can reset your two-step sign-in (Manage, then Reset their two-step sign-in), and you set it up again next time you sign in.
• Set up two-step before it's required: the yellow strip at the top of the page, or Users & sharing, Your sign-in, Set it up now.
• Change your password: Users & sharing, then Change your password at the bottom - at least 10 characters. Every other device signed in as you is signed out.
• Change someone's role, or stop their access (admin): Manage beside their name. Disable signs them out at once; everything they did on the plan stays.
• Hand over ownership (owner): Manage beside an admin, then Make them the owner. You become an admin.
• Locked out: wait fifteen minutes, then try again.