How-To Articles

Get started

• User starter pack

Look after your account finances

• Top up your Cledara account
• When will my transfer to Cledara arrive?
• The Dashboard
• The Transactions tab
• Your Cledara balance
• Set up an alert for balance below threshold

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Manage your applications

• Add a new application
• Edit an application
• Import applications from Engage
• The Applications tab
• Bulk Import new applications
• What if my subscription is not on the list?

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Manage your teams and users

• User roles
• Create and manage teams
• Access Owner
• Invite a new user
• Disable a user
• Guest Users

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Manage your user account

• Reset or Change Password
• Edit user profile
• Manage your notifications
• I can’t log into Cledara

Manage your Cledara subscription

• Manage multiple Cledara workspaces
• Retrieve your Cledara subscription invoices
• Upgrade your Cledara subscription
• Change your Cledara subscription billing details
• Cancel your Cledara subscription
• How many cards and applications can I have?