Account Setup and Settings

This guide is designed to help you set up and manage your Clear account effortlessly, including user access control, workspace management, security settings, subscription handling, and authentication for seamless platform usage.

Here are the general topics of our documentation. Feel free to look around or use the search bar on the top banner!

Create an account, set up your workspace, add business details, and manage GSTN settings for smooth compliance.

Create and Setup Your Clear Account

Add/remove users, assign role-based access, and manage team permissions for compliance control.

User Access Management

Easily switch between multiple workspaces using a single email ID for organized access.

Switching between Multiple Workspaces

Update your account password quickly via profile settings for better security.

How to Update Your Password?

Change your phone number with OTP verification to maintain accurate contact details.

How to Update Phone Number?

Enable 2FA via SMS or email to protect your account with an added security layer.

Setting Up Two Factor Authentication (2FA)

Explore your subscription details—track usage, download invoices and credit notes, and easily access your Customer Success Manager (CSM) contact for support.

Manage Your Subscriptions & Billing

Generate secure authentication tokens to seamlessly integrate your ERP system with GST and E-Invoicing tools for automated compliance workflows.

Generate Authentication Tokens for ERP Integration

Use the AI-powered chatbot for 24/7 assistance with user invites, error resolutions, and quick ticket submissions—ensuring uninterrupted support anytime.

Instant Answers by Clear AI Powered Chatbot

PreviousRelease Notes - Clear Finance Cloud NextCreate and Setup Your Clear Account

Last updated 5 months ago

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