How-To Articles
Follow our detailed guides to set up your Cledara workspace
Get started
Look after your account finances
- Export transactions in SIE format
- Export transactions in GBAT10 format
- The Dashboard
- Your available balance
- Extend your credit limit
- Shorten your statement cycle
Manage your applications
- Add a new application
- Edit an application
- Import applications from Engage
- The Applications tab
- Bulk Import new applications
- What if my subscription is not on the list?
Manage your teams and users
- User roles
- Import users and teams from your HRIS
- Access Owner
- Guest Users
- Invite a new user
- Change a user's role