Watch the welcome video
This short tour opens automatically the first time you sign in — you can re-watch it here any time.
Your first sign-in
- Open the invitation email and click the button. You'll be asked to create a password — at least 8 characters — and confirm it. That's the only password step; you go straight into the app afterwards.
- If your account was created for you without an invitation, you'll be asked to change your password the first time you sign in.
- Forgot your password? Use the reset link on the sign-in screen and we'll email you a new one.
- If your account has been deactivated, sign-in will tell you so — contact your administrator to regain access.
The welcome screen
The welcome screen greets you by name and by time of day (from your device's clock), then shows only the cards that match the roles on your account.
- Notices — announcements from the Agency Clearstep team and free-trial notices span the full width at the top. Both can be closed for the current session and return next time you sign in.
- Role cards always appear in the same order: Administrator, Process Manager, Service Manager, then Service Agent. Each card carries a colour-coded role chip so people with several roles can tell at a glance which hat a task belongs to.
- Service Agent — Top priorities: the three client processes that need you next.
- Service Manager — Needs your approval: gate steps waiting on a decision, plus anything you rejected.
- Process Manager — Drafts in progress: your most recent unpublished versions.
- Administrator — a workspace summary (seats, clients, plan status) and, for admins without an operational role, a read-only agency oversight card with agency-wide counts.
Appearance
- Choose Light, Dark, or System. The same toggle sits in the top-right of the sign-in screen as icons.
- Once you're signed in, your choice is saved to your account and follows you to every device.
Your account
- Open Settings to update your display name and email address. Changing your email sends a confirmation link to the new address; the old one stays active until you click it.
- Change your password from Settings → Change password. Passwords must be at least 8 characters, and the eye icon reveals what you typed.
- For security, everyone signs back in at least every 7 days.
- Only an Administrator can change the agency name; everyone else sees it read-only.