Account Settings

How to create a new user role
Clear Books comes with predefined roles (lists of permissions) to apply to new or existing users, however you can also customise your own. See also the guid...
Tue, 28 Nov, 2023 at 3:29 PM
How to change the ownership of an account
In Clear Books you can update the main user of the account. The main user has ownership of the account.  Step 1. Navigate to Home > Manage Users. ...
Thu, 24 Jun, 2021 at 3:38 PM