How-To Articles

Get started

Just landed in Cledara? Check these out!

• Admin starter pack
• User starter pack

Look after your account finances

• When will my transfer to Cledara arrive?
• Reconcile your August 2026 migration entries in Xero
• Dashboard
• Transactions tab
• Your Cledara balance
• Top up your Cledara account via bank transfer

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Manage your applications

Ready to start adding applications to the platform? Need to make changes to existing ones?

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

See all 13 articles

Manage your teams and users

Do you want to add users? Change their role? Or know what each role grants access to?

• User roles
• Reset a team member's phone number or authenticator app (2FA)
• Change a user's email address
• Import users and teams from your HRIS
• Access Owner
• Invite a new user

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Manage your user account

• Set up your user account
• Reset or Change Password
• Edit user profile
• Manage your notifications
• I can't log into Cledara

Manage your Cledara subscription

Not sure how to upgrade your account?

• Can I pay for Cledara subscription with Cledara?
• Manage multiple Cledara workspaces
• Retrieve your Cledara subscription invoices
• Upgrade your Cledara subscription
• Change your Cledara subscription billing details
• Cancel your Cledara subscription

See all 7 articles