Here you'll find:
How to add users to your account
How to restrict which metrics a user is allowed to see
How to restrict which dashboards a user is allowed to see
Update April '26:
We're now also allowing non-account owners to invite new users (with given permission).
1. Intro to permission groups
First things first, you can invite as many users as you like and restrict which part of your data the users should be able to have access to. The default user group that is created is the “Full access” role and as the name suggests, they have access to everything. There can only however be one “Account Owner” per Klar Account.
Important: you have to be the Account Owner to manage permission groups!
You can see your account owner when having a look at the users overview in your Account Settings.
2. Adding new users
Users can we invited by Account Owners and other users with given permission. If you’re not the account owner but can invite users, you can only invite those with the same or lower permissions as you.
In the user settings page, as someone who has a role with the ability to invite users,
You will see the "Invite Users" button and by clicking the button, the invite a user modal will be displayed
Then by entering their email address and selecting their permission group, and then just click the “Create invite link”
This generates an invite link that is tied to that specific email address. All that is left is sharing that invite link with the person you’re inviting, as the invite link will not be sent by email automatically.
The invite link only works if the invited email address exactly matches the email address the user is using to log into the Google sign-in!
3. Restricting User Access to Metrics and Dashboards
To make sure everyone in your company has access to the data needed and at the same time keeping information confidential, you can also add custom roles to each user and restrict the metrics and dashboards, that a role is allowed to access.
The Account Owner will need to go the Account Settings;
Click "Manage Access" then click Add Role"
Name the Role, then untick the checkboxes for the metrics and dashboards that shouldn't be visible for the role that you’re creating. Click "Add Role" at the bottom again to save it
Then assign the this newly created role to your users within Klar.
Metrics you might want to deliberately exclude: Contribution Margins, EBITDA, MPR, aMPR, COGS, Logistics Costs, Transaction Costs and CLV.
While the example above shows what the user will experience for a particular metric, the below shows what a user will experience if they don’t have access to a Dashboard.
4. Restricting User Access to Inviting New Users
By default users would be able to invite other users to access and view data within Klar. In order to manage this, you’re' able to limit your users ability to invite new users. Similarly to Restricting User Access to Metrics and Dashboards, The Account Owner will need to go the Account Settings;
Click "Manage Access" then click Add Role"
Name the Role, then untick the checkbox for “Invite Users”. Click "Add Role" at the bottom again to save it.
Then assign the this newly created role to your users within Klar.
Note that this reduced access can also be used in combination with other access controls (e.g. limiting users access to Metrics, Dashboards and Inviting New Users).