{"id":10014,"date":"2025-10-02T05:00:00","date_gmt":"2025-10-02T12:00:00","guid":{"rendered":"https:\/\/clarity.microsoft.com\/blog\/?p=10014"},"modified":"2025-10-01T12:41:27","modified_gmt":"2025-10-01T19:41:27","slug":"clarity-cross-functional-collaboration-guide","status":"publish","type":"post","link":"https:\/\/clarity.microsoft.com\/blog\/clarity-cross-functional-collaboration-guide\/","title":{"rendered":"How Cross-Functional Teams Can Collaborate in Microsoft Clarity (Guide)"},"content":{"rendered":"\n

Microsoft Clarity isn\u2019t just for analysts\u2014it\u2019s a collaboration engine for your entire organization. From engineering and UX\/UI to marketing, customer support, CRO, and experimentation teams, Clarity gives everyone access to real user behavior and shared visibility into what\u2019s working (and what isn\u2019t).<\/p>\n\n\n\n

In this article, I’ll show you Microsoft Clarity’s collaborative features and how they facilitate the seamless sharing of insights across your organization’s cross-functional teams.<\/p>\n\n\n\n

Whether you’re new to Microsoft Clarity<\/a>, still learning the ropes, or looking to master the tool, this comprehensive, insight-packed tutorial will guide you through its capabilities.<\/p>\n\n\n\n

Now, let’s go over each feature that makes Microsoft Clarity a powerful and efficient tool for collaboration within your cross-functional team.<\/p>\n\n\n\t\t\t\t

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  1. Account Access Management<\/a>
  2. Download and Export Capabilities<\/a>
  3. CSV Data Exporting<\/a>
  4. Data Segmentation<\/a>
  5. Custom Labels<\/a>
  6. Notes<\/a>
  7. Favoriting Session Recordings<\/a>
  8. Custom Tags<\/a>
  9. Sharing Recordings & Heatmaps<\/a>
  10. Copilot-Generated Insights<\/a>
  11. Third-Party Integrations<\/a>
  12. Zapier Integration<\/a>
  13. Closing Remarks<\/a><\/ol>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\n\n\n

    Account Access Management<\/strong><\/h2>\n\n\n\n

    Why limit access to Microsoft Clarity when your cross-functional teams, such as CROs, marketers, analysts, and engineers, can also use its insights to take action? Onboarding the whole team onto Clarity enables them to independently find the qualitative answers they need.<\/p>\n\n\n\n

    To invite team members, follow these steps:<\/p>\n\n\n\n

      \n
    1. Navigate to the “Settings”<\/strong> interface.<\/li>\n\n\n\n
    2. Click on the “Team”<\/strong> tab.<\/li>\n\n\n\n
    3. In this view, click the “Add Team Member”<\/strong> button (with the plus icon) to invite new members.<\/li>\n<\/ol>\n\n\n\n
      \"\"<\/figure>\n\n\n\n

      Next, enter their email address and select their role, which is either Admin<\/strong> or Member<\/strong>.<\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n\n

      NOTE:<\/strong> Ensure the invited user’s email is associated with a Microsoft or Google account. Facebook accounts may also work.<\/p>\n\n\n\n

      There are two types of roles you can assign to your team members:<\/strong><\/p>\n\n\n\n