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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.

Manage who can sign in to ClearSpend from Team → Members.
Members and people

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Roles

RolePermissions
OwnerFull access. Can manage members, billing, integrations, and processing rules. Only one Owner per workspace.
AdminCan view and edit all spend data, manage subscriptions, and invite new admins.

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Inviting

1

Open Members

Go to Team → Members.
2

Click + Invite team member

Enter the new member’s email and pick a role.
3

Send invite

The invitee gets an email with a link to set up their login.

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Requests tab

If someone in your domain tries to join the workspace before being invited, their request appears in the Requests tab for you to approve or decline.