Clustdoc

Configure your profile and set it with your company information. 

Account, Team & Company

How to change your username, email and picture

How to update your account language and theme

Which languages are available in your account

How to update/turn off notifications preferences

How to reset/update your password

How to view your team's applications from your personal account

User Profile

How to update your company logo

How to update your company name

How does the white-label option work (CNAME)

How to set up a custom domain name on client portals (CNAME)

How to troubleshoot a CNAME record

Customize the date format used in Clustdoc

Company Profile

How to invite your team to join your account

How to assign roles and permissions to your team

What are the different types of users on Clustdoc?

How to remove a user from your team

What is an external member?

How to add external members

Account users

How to know if you need a new team?

How to add a new team to your account

How to view current teams

How to set up SAML SSO authentication ?

SAML SSO Configuration on Google Workspace

SAML SSO Configuration on MS Azure Active directory

Other Settings

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