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How can I invite a user to my account?
To invite a user to your account in Clearing, follow these steps:
Click on "Team" from the "Settings" menu.
Navigate to the existing invitations to see roles and manage access.
To invite a new user, click on the "New Team Member" button.
Choose the desired role for the user, enter their first name and email.
The user will receive an invitation link to set up their password (expires within 1-2 hours).
What user roles are available?
Clearing offers various different user roles:
Admin:
Admins have full access to the platform, including viewing all data, making payments, and accessing account numbers.
Accountant / Employee:
These roles have similar permissions but cannot initiate financial transactions (payments).
Custom:
This role allows you to customize access to specific sections of the platform for each user.
Homeowner:
Homeowners have read-only access to review and download owner statements. We are currently developing a more robust owner portal with enhanced reporting functionalities.
Can I block a user?
Yes, simply click on “Block” from the "Team" settings for the user you are trying to block.
This is only available to admin users.
I got an error message because this email addressed is already used, what should I do?
This address has already been used in Clearing.
Contact us using [email protected] and let us know how you need to change this existing email and we will help you.
Can I update the role of an existing user if I'm an admin?
Yes, simply go to "Team" under "Settings" and use the dropdown to change the role of a user.
This will be saved automatically.
How can I reset my password?
To reset your password:
Access "My profile" in "Settings" and click on "Security".
Click on the option to send a reset link to the email address associated with your Clearing account.
Follow the instructions in the email to reset your password.
Note that the link expires within an hour.
How can I setup multi factor authentication?
To set up Two Factor Authentication:
Access "My profile" in "Settings" and click on "Security".
Enable Two Factor Authentication by clicking "Set up 2FA" and entering your current password.
Generate a QR code and use an app like Duo or Google Authenticator to scan the code.
After setup, you'll be prompted for a code generated by the app each time you log in for added security.
Can I change my email?
Yes, you can change your account email by emailing [email protected].
Reach out to our support team, and they'll assist you in updating your email.
How can I change my billing information?
To change your billing information, including credit card details, contact [email protected], and they will provide you with a new link to modify your billing information.