Clearco Help Centre > Managing Business Owners & Details > Managing Team

Managing Team

Clearco understands that businesses can have multiple team members in different roles, and some of those team members will need access to Clearco.

 

Clearco allows your team to have their own login to manage Clearco funding and payments.

 

 

Access the Team page

 

To access your Team’s page:

 

On the Team page, you can view the members on your team that have been added to your Clearco account:

 

 

If you click on a team member’s name, you can view their personal information, such as E-mail address, Job title, and Profile status. Note: Each team member can only view team member’s job titles and roles. 

 

Adding team members

 

On the Team page, you have the option to add team members, each with their own login credentials. 

 

To add additional members, please follow the steps below: 

 

If you are logging in for the first time, you will see this pop-up appear to invite a new member:

 

 

  • Click Invite New Member.

  • Fill in the user's information, and click Send Invite.

  • Click Done or Invite another user to add another member of your team.

 

To add a new team member from your dashboard, follow these steps:

 

  

  • Click My Account, and then click Team.

  • Click Invite New Member.

  • Enter the details, and click Send Invite.

  • Click Done or Invite another user to add another member of your team.

 

Resend an invite to existing users

If team members have been previously added to the Team section and have not received an invite, you can resend the invite following the steps below:

 

  • Click My Account, then click Team.

  • If a team member has not received the invitation or requires it to be resent, click Resend invite.

 

Accepting a Team invitation

Once an invite is sent, the new member will follow these steps to complete the creation of their account:

  • You will receive the email above, click Accept Invitation.

  • Create your own unique password. 
  • Complete Identity Verification.
  • Fill in your details.
  • Click Next.

Note: If the Team invitation e-mail that you received does not display the blue Accept Invitation button, please check if your browser is updated to the latest version, and also attempt the use of an incognito browser window on Google Chrome.

 

Managing your team members

 

Each team member on a Clearco account can make edits to their own team member details, such as E-mail address, Job title, etc.

 

Update Team member details

 

  • Click the name of the member.
  • Click the edit icon.

  • Update the member details.

  • Click Save Profile.

 

Delete a team member

 

  • Click the 3 dots to the right of a team member.
  • Click Delete Account.

Note: The primary user cannot be deleted. To change the primary user to another member on the team, please reach out to our Customer Support team at support@clear.co. 


If you have any questions about managing team members on your Clearco dashboard, please reach out to our Customer Support team at support@clear.co.