1. Cledara
2. How-To Articles
3. Manage your teams and users

Manage your teams and users

• User roles User roles determine how much a person can see and perform actions in your workspace.  Each user role can have additional responsibilities and permissions ba...
• Change a user's email address As your company grows and evolves, your team's details might change too. Whether an employee has a new last name or your entire company is rebranding, keepin...
• Import users and teams from your HRIS Cledara lets you import employees and team data directly from your HR system, streamlining the implementation of Cledara in your team. Follow these steps to ...
• Access Owner For each application in Cledara, you can assign an Access Owner as well as an Application Owner. What is the difference? The Application Owner is responsibl...
• Guest Users It is possible to assign a card to someone in your team without inviting them to join your workspace as a user. The solution is to add them as a Guest user. ...
• Invite a new user To invite new users to your Cledara workspace, Admins can go to Settings > Workspace Settings > Members, and click on Invite members. A window will pop-up, w...
• Change a user's role To change a user’s role, Admins can go to Settings > Workspace Settings > Members. In the Members list, look up the user you want to change the role for and ...
• Disable a user To disable a user, Admins can go to Settings > Workspace Settings > Members. In the Members list, look up the user in question and click on Edit > Disable. ...
• Offboard a user If you need to remove an employee's access to your workspace, there are a few steps Admins should follow to ensure that their departure doesn't create any se...
• Change the Primary Contact The Primary contact has full access and control of your Cledara account. They are the company representative we reach out to verify financial and legal infor...
• Create and manage teams In Settings > Workspace Settings > Teams, Admins can add a new team by clicking Create team. Within each team, you can add users to the team and set them as ...
• Team managers and members Team managers Team managers are the Admin users for their own teams. They can: act as the first-level approver if the Approval flow is turned on access the ...