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Effective user management is essential for maintaining security and efficiency within your organization. With multiple team members—from property managers and accountants to homeowners—having the right permissions in place ensures seamless operations and protects sensitive financial data.
The Clearing platform simplifies team management by allowing admins to add team members, assign roles, edit permissions, and manage team access with ease. Whether you need to resend an invite, block access, or remove a user, Clearing provides the flexibility to control organization access based on each team member’s role.
With predefined team roles, including admin users, accountant roles, and homeowner roles, as well as custom permissions, you can tailor permission levels to match specific responsibilities. Employee restrictions further enhance security by ensuring non-administrative users cannot move funds or modify critical settings.
Follow the steps below to efficiently manage your team members in Clearing and ensure fund management security while optimizing workflow.
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.
Block Access – If a team member should no longer have access, blocking them will immediately revoke their permissions.
Edit Permissions – You can modify the permission levels of an existing user to either grant or restrict their access.
Remove User – If a team member leaves the organization, you can permanently remove them from the platform.
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.
Homeowner Role – Grants access to the homeowner portal and ties the user to their owner assets.
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.
Take control of your team management today with Clearing’s intuitive team management system!
Whether you need to add team members, adjust permission levels, or ensure trust account management security, Clearing makes it simple and efficient.
Are you ready to streamline your user management and improve organization access?
Contact us today for a personalized demo and learn how to manage team members within Clearing!
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Clearing is a Financial Technology Company, not a bank.