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Team members need the right level of access to do their jobs without putting sensitive financial data at risk. Clearing gives admins control over who's on the team and what they can touch.
From Team Management, you can add new members, assign roles, edit permissions, resend invites, or block access when someone leaves.
Roles include Admin, Accountant, Employee, and Custom Permissions, so you can match access to responsibility. Employees, for example, can't move funds or change critical settings — that stays with Admins and Accountants.
Here's how to manage team members in Clearing:
Simple Steps to Manage Team Members in Clearing
Step 1: Access Team Management Section in Clearing
Log into your Clearing account, navigate to the “Settings” section and select “Team”.
This page displays all current team members along with their assigned team roles and permission levels.
Step 2: Manage Existing Team Members
From the Team Management section, you can manage user access with the following options:
Resend Invite – If a user has not accepted their invitation, you can resend the invite to ensure they can access the platform.
Edit Permissions – You can modify the permission levels of an existing user to either grant or restrict their access.
Block Access – If a team member should no longer have access, blocking them will immediately revoke their permissions.
Step 3: Add a New Team Member
To add a new team member, click on the “+ New Team Member” button.
You will be prompted to choose the appropriate team role from the following options:
Admin User – Has full organization access, including the ability to invite and manage team members.
Accountant Role – Can oversee financial transactions but cannot manage team access or move funds.
Employee Role – Limited access to organizational data; cannot move funds or manage other team members.
Custom Permissions – Allows you to configure specific permission levels based on individual needs.
Once the role is selected, enter the name and email of the team member to be invited, and simply click “Invite Member” button to send an invitation.
FAQs
FAQs
Can the same user be invited with different roles — for example, as both a vendor and an employee?
Not directly. Each email can only be tied to one role. If someone needs two roles, use an email alias with a "+1" tag — for example, [email protected] for one role and [email protected] for the other.
Can I give a team member only partial access to Clearing?
Yes, use the Custom Permissions role. You can grant or restrict access by area, including:
Transactions, accounts, bookings, categories, rules
Owner statements, management statements, homeowners
Reporting, receipts, invoices, draft payments, payables
Team, profile, integrations, documents, recipients
Hide balances, product support
How can I invite a user to my account?
Go to Settings → Team, then click "New Team Member." Select a role, then enter the user's first name and email. They'll get an invite link to set their password — it expires in 1–2 hours.
This flow is for Admin, Accountant, Team Member, and Custom roles only:
Owners are invited from Assets & Owners → Owners
Vendors are managed from Payables & Vendors → Vendors
Need more help?
We hope you got the Clearing help you needed! If not, reach out to a human via that little chat box on the bottom right corner of your screen. We're always here for you and your Clearing needs.
Clearing is a Financial Technology Company, not a bank.