Set Up Your Organization
Add your repair shop locations, invite team members, and assign the right roles so your team can start working in Collision Clarity.
Before you start: You need the Organization Leader or Admin role to manage locations and team members.
Add a location
- Click Locations in the sidebar.
- Click Add Location in the top-right corner.
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Enter the location name, address, and contact information.
[Screenshot: Add Location dialog with form fields]
- Click Save. The new location appears in your locations list.
Invite a team member
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Click Team Members in the sidebar. You'll see a list of all current members with their name, email, role, location, and status.
[Screenshot: Team Members page showing member list with columns for Name, Email, Role, Location, Status, and Action]
- Click Add Member in the top-right corner.
- Enter the team member's email address.
- Select a role from the dropdown (see role descriptions below).
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Assign the member to one or more locations.
[Screenshot: Add Member dialog with email field, role dropdown, and location selector]
- Click Save. The team member receives an invite email and can set their password to log in.
Understand roles
Each role determines what a team member can see and do in Collision Clarity:
| Role | What they can do |
|---|---|
| Organization Leader | Full access — manage settings, team members, locations, analytics, and all repairs across the organization. |
| Repair Planner | Create portals, edit repairs, upload documentation, and submit repairs for review. Sees a "My Repairs" view. |
| Location Leader | Location-level oversight. Can approve or reject repairs during the review process. |
| Central Reviewer | Review, lock, approve, or reject repairs submitted for review. Cannot create portals or edit repairs. |
| Basic User | Read-only access to assigned repairs. Sees a simplified "My Repairs" view in the sidebar. |
Tip: When you invite a Basic User (Technician), set expectations with them — they'll see a simplified interface with read-only access to their assigned repairs.
What's next?
Your organization is set up! Now learn how to create your first portal to start a new repair.