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Common questions about Clearing's settings
Common questions about Clearing's settings
Corey Reid avatar
Written by Corey Reid
Updated over 3 months ago

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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.

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