Changing Clari ID and Delivery Email Address

Overview 

This feature within Clari Studio User Management allows Clari admins to modify the Clari ID (user login email address) or Delivery Email Address for the users in their org.

Use Cases

Clari ID change: If you're an admin, when your users change SFDC email addresses due to name or role changes, you can update the Clari ID email address so that they are able to log in.

Things to Note: 

• When editing a user's Clari ID, only the local part (the text before the @) can be updated through User Management. The domain is fixed and cannot be changed through the UI.
  • Supported: john.smith@acme.com → john.doe@acme.com
  • Not supported: john.smith@acme.com → john.smith@acme-new.com
• If a you need to change the domain portion of a Clari ID — for example, due to a company rebrand, merger, acquisition, or email domain migration — contact Support and include an explanation for the change. Support will review and assist with the update.

Delivery email change: If you're an admin with end-users who want to receive communications (password resets, product/marketing emails, etc.) to a different inbox, you can modify their Delivery Email address.

Instructions

There are 3 key different scenarios that are supported by this new feature in User Management:

1. Changing both Clari ID and Delivery Email Address at the same time

2. Changing Clari ID ONLY

3. Changing Delivery Email Address ONLY

Please note the differences pointed out in the instructions below. 

How To Change Clari ID, Delivery Email Address, or Both 

By default today, for the majority of users, their Clari ID and Delivery Email Address are set to the same value. In this scenario, the admin may want to change both of them from the same old value to the same new value. Here's how: 

1. From Clari Web, go to Clari Studio (top right) > User Management 

2. Find the Clari ID column in User Management and hover over the cell and click the Pencil Icon to edit this value.

Notes for this step: 

To change both the delivery address and Clari ID at the same time: Ensure the checkbox is selected so that the Clari ID and Delivery Email are changed at the same time. Then, Modify both at the same time by changing the text to the desired Clari ID. 

To change just the Clari ID: Don't check the checkbox for both Clari ID and Delivery Email. 

To change just the Delivery email: Ensure the checkbox is unselected so that the Delivery Email address can be modified separately.

5. When you are finished with the change, click Send Confirmation.

Once you click Send Confirmation, here's what happens:

If you change just the Clari ID or Both the Clari ID and the Delivery Address

The Clari ID will be updated in User Management: An email with subject “Clari login has been changed” will be sent to the current Delivery Email address. This email notifies the User of the login change. There is no action required in this email, it is sent as an FYI.

Note: If you only change the Clari ID, then the email below is not sent, and there is no action required by the user. 

If you change the Delivery Address or both Clari ID and Delivery Address

The Delivery Email will NOT be updated until it is confirmed by the user. An email with subject “[Action Needed] Confirm Clari delivery address” will be sent to the new Delivery Email address. In this email, the User needs to click “Confirm this change” for the change to go through and reflect in User Management. If the user does not confirm within 48 hours, then the delivery email will not be changed and the user will have a different Clari ID and Delivery Email. 

Note: In User Management, there will be a caution icon + hovertip indicating that confirmation is still needed. Like this:

Once the user confirms their change for Delivery Email, or both Clari ID and Delivery email, they will be updated and reflected accurately in User Management.

All done!