To add a new user to your Cledara account, go to
Settings > Workspace Settings > Teams and Members.
Then click on “Add team member"
A window will appear and you will be able to send an invitation via email to the new user.
Pro tip: You can add up to 100 users in bulk by adding commas between the emails.
Once the invitation has been sent, you can check if it has been accepted in the members' list below:
Even before the new user accepts the invitation, you can already assign them a team and a position.
To do so, click on Edit > Edit teams.
You can now assign the user to a team and set them as a member or a manager of a team.
If the invitation has expired, you can easily resend it or even withdraw the invite through the edit button:
Once the member has accepted the invitation, you will be able to set their role as a user, compliance user, finance member or admin in Edit > Edit Role.