How-To Articles

Get started

Just landed in Cledara? Check these out!

• Admin starter pack
• User starter pack

Look after your account finances

• Export transactions in GBAT10 format
• The Dashboard
• Your available balance
• Extend your credit limit
• Shorten your statement cycle
• Connect multiple bank accounts

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Manage your applications

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

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Manage your teams and users

• User roles
• Change a user's email address
• Import users and teams from your HRIS
• Access Owner
• Guest Users
• 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
• How many cards and applications can I have?
• Upgrade your Cledara subscription
• Change your Cledara subscription billing details

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