Getting started with Cledara is quick and easy. But we want to make sure that you make the most out of it. And for that, we have created two guides that will help you better understand the possibilities that you now have to manage all your SaaS.
In this guide, you will go over the following content:
- Step 1. Assess your initial situation
- Step 2. Create your applications
- Step 3. Update the payment information
- Customize your account Approval flow
- Create your teams
- Invite users
- Set user roles
- Set up Gmail integration
- Set up Xero integration
In this guide, you will go over the following content:
- What is Cledara and what will you use it for?
- The applications tab
- Adding a new application
- Automatic flush, budget flexibility and soft limits
- The application interface
- Changing an existing application
- Why did the subscription’s payment fail?
- Uploading the invoices automatically with Gmail
- Contacting Cledara