How to set up your company in Clarion

Everything in Clarion belongs to a company: its teams, people, milestones, metrics and syncs. This page covers creating that company and filling in its details. It takes a few minutes.

Create your account

1. Go to app.onclarion.com and choose Sign up. If you already have an account, sign in instead.
2. On the Welcome to Clarion screen, enter your Company Name. This is the only required field.
3. Optionally pick an Industry and a Company Size.
4. Click Get Started.

You land on the dashboard as the company’s Owner. Clarion also creates your first team, Leadership, and puts you on it. Leadership is your company’s default team: it can’t be renamed or deleted, and it’s where your vision board lives.

If you signed up and land on an empty dashboard with no company name at the top, open app.onclarion.com/onboarding to reach the Welcome to Clarion screen.

If someone invited you to an existing company, you don’t need to do any of this. Accept the invitation, sign in, and you’re added to their company with the role and teams they chose. See Invite your team.

Edit your company details

Company settings are open to Owners and Admins.

1. Click your name at the bottom of the sidebar and choose Company Settings.
2. Open the Company section.
3. Under Company Details, update the Company Name, Industry or Company Size.
4. Click Save Changes. You’ll see Saved! when it’s done.

The same card shows your Company ID. You only need it if you’re connecting Clarion to other systems through the REST API.

Other company settings

The Company section has three more cards:

• Public Article Sharing — a switch that lets knowledgebase articles be shared through public links people can open without signing in to Clarion. It’s off until you turn it on.
• Account Type (Owners only) — shows whether your account is set up as a single Company or as a Consultant running client companies. Click Switch to Consultant or Switch to Company to change it. Agencies and coaches can read Manage client companies first.
• Danger Zone — Delete Company permanently removes the company and all its teams, articles, action items, assets and milestones. You have to type the company name to confirm, and it can’t be undone.

What to do next

With the company in place, most teams set up in this order:

1. Invite your team so people can log in.
2. Create teams for each department that runs its own weekly rhythm.
3. Build your vision board with the leadership team.
4. Create this quarter’s milestones, or import them from a spreadsheet.
5. Create a metric for each number you want on your weekly scorecard.

The founder guide on writing your vision covers what to put on the board once the account exists.