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Kerry Hartley
New Member
May 7, 2025
Question

Looking to onboard a new AE but AE still has no access.

  • May 7, 2025
  • 0 replies
  • 190 views

Hi ,

I recently provisioned a new AE who was hired to Clari however it looks like the AE still hasn’t had access to login or access to Clari forecast. Any tips to support?

    This topic has been closed for replies.
    Kenna
    Community Manager
    Kenna
    Community Manager
    May 7, 2025

    Hi, ​@Kerry Hartley! You can review the steps to provision a user in our knowledge base. SInce they’ll be a forecasting user, you’ll also need to make sure that you set them up with the right Forecast Opt In. If you followed these steps and the AE still isn’t able to access Clari, please don’t hesitate to open a case with our Support team to take a closer look.

    Kenna Valdez, Manager, Customer Community, Clari
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