Email permissions and sharing

Connecting your email and calendar to Clarify unlocks a lot of the power of the platform.

However, we understand that it is a decision to connect these things, so as part of your onboarding, you'll have the option to connect your Google or Microsoft account and begin the syncing process. It will not connect by default.

Once connected, here are the defaults that we have set across different product features:

Emails

• Subject lines of all emails are visible by default.
• Email bodies are only visible to those who sent an email, received an email or were CC'd.

Meetings

• Meeting objects are created for every calendar event.
• By default calendar events marked private will not appear in Clarify.
• Additionally, calendar events that do not have participants on them will not be ingested as its assumed these are placeholder or other personal events.
• Meeting recordings by default are only visible to those who attended the meeting or were on the calendar invite.

All other data inside Clarify, including comments, deals, companies, and lists are default open and visible to the rest of the team.

Within this permission set we have some ability to customize who can see specific emails or meetings. Please get in touch with your Clarify CSM or reach out by support or Slack to tailor further.