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Documentation Index

Fetch the complete documentation index at: https://docs.clearspend.ai/llms.txt

Use this file to discover all available pages before exploring further.

If a colleague has already signed your company up for ClearSpend, your first login goes to the Request to join screen instead of onboarding. This protects an existing organization from accidentally getting split into two workspaces. ClearSpend identifies the match by the domain in your email (e.g. anyone signing up with @yourcompany.com after the first person from that domain). Public domains like gmail.com and outlook.com are excluded from this check, so personal-email signups always create their own workspace.

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What you’ll see

Request to join screen showing the existing organization and two options
The page shows the existing organization’s name and member count so you can confirm it’s the right one. You then have two options:
  • Request to Join — sends a join request to your org’s admins; they review and approve it from Team → Members → Requests
  • Create a new organization — spins up a separate workspace under the same domain, useful for separate business units or sandboxes

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After requesting

Request to join pending approval state
Once you submit, the page enters a Pending approval state. As soon as an admin approves you, the page redirects you straight into the organization. While you wait, you can safely close the tab — the next time you log in, ClearSpend remembers your pending request and you’ll either go to:
  • The dashboard (if you were approved), or
  • This Request to join page (if still pending or declined)

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What admins see

Requests appear under Team → Members → Requests. Each row shows the requester’s email, the date they requested, and two action buttons:
Members Requests tab showing pending join requests with approve and decline actions
  • Approve (blue checkmark) — the user joins as a Member; their role can be changed afterwards
  • Decline (red ✕) — the requester sees “Request not approved” on their next login and can submit a new request or create a separate workspace
Admins can also filter by status using the All Status dropdown, or search by name to find a specific request.

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Edge cases

Yes. Open the page again and submit a fresh request — declined requests don’t block future ones. Alternatively, ask the admin to invite you directly from Team → Members → + Invite team member.
Two companies that share a domain (rare but it happens with .co or shared subdomains) can collide here. Click Create a new organization to set up your own workspace and contact support if you need the domain split.
Ask the current Owner to remove you from Team → Members, then sign back in. The next session will route you to Request to join if a sibling org exists, or Onboarding if you’re the only one again.