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Quick Start

This guide walks an admin through the minimum steps to reach first value on the Claryn platform.

What you’ll need

Section titled “What you’ll need”
  • An invitation email from Claryn or a beta access code
  • A work email address
  • About 30 minutes for initial setup

Steps

Section titled “Steps”

1. Accept your invitation

Section titled “1. Accept your invitation”

Click the link in your invitation email and complete account registration. You’ll be asked to set a password and verify your email.

2. Set up your organization

Section titled “2. Set up your organization”

After logging in for the first time, follow the onboarding wizard to configure your organization’s name, primary contact, and timezone.

3. Invite your team

Section titled “3. Invite your team”

Go to Settings → Members and invite at least one other admin or collaborator. Invitations consume a seat immediately.

4. Explore your first product

Section titled “4. Explore your first product”

Depending on your beta access, you may have Secure Exchange enabled. See Secure Exchange Overview to start sharing documents securely.

Next steps

Section titled “Next steps”