How-To Articles
Follow our detailed guides to set up your Cledara workspace
Get started
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
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
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
Manage your user account
Manage your Cledara subscription
- 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