Account Setup and Management

Articles

Approve or Deny Pending Users
To approve or deny users who were invited by other Clearslide users on your team, follow the steps below: 1. Navigate to My Account 2. Go to the Pending Users page, under Admin Only Options 3. Select the user(s) to approve or deny 4. Click Approve ...
Add New Users
Is it time to add new teammates to ClearSlide? You can easily add one or multiple new users at once.   In this article, you’ll learn how to: Add one new user  Add multiple users  Add multiple users with a .CSV list  ...
Disable a User
To Disable a User: 1. Go to My Account 2. Go to the Users page, under Admin Only Options 3. Enter the name in the Enter Name field and select the user 4. Click the Actions button to see a drop-down menu and select " Disable Users " 5. Sel...
Re-Enable a Disabled User
To Re-Enable a Disabled User: 1. Go to My Account 2. Go to the Users page, under Admin Only Options 3. Click the Advanced button and select " Show only Disabled " 4. Enter the name in the Enter Name field and select the user 5. Click the ...
Customer Privacy: Data Deletion
Recent data regulations like GDPR and CCPA are expanding data protection rights for people around the world. These regulations allow individuals to request that companies permanently delete or anonymize any data that has been collected on them. To ...
Managing your Conference Numbers
ClearSlide provides conference lines for over 80 countries. Pick and choose what you provide to your team based on where you do business.   Adding Dial-In Numbers If you'd like to add to the list of numbers your team has access to, y...
Updating your Billing and Payment Information
Need to update your billing information? We've got a couple of different options depending on the type of account you have with us: If you have an annual contract with ClearSlide, you'll need to reach out to your Account Manager to get a...
Canceling your ClearSlide Account
Looking to cancel your company's ClearSlide account?  We're sorry you want to leave, but we understand that business needs change. We want to try and make things right, so i f you are having any problems please contact your Account Man...