Knowledge Base
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Browse guides, articles and documentation to get the most out of ClearVerso.
Organisation setup and settings
Where to configure your organisation.
Branding your organisation
Add a logo and set report colours.
Managing licences and the Welcome Period
How licences, seats and the 60-day Welcome Period work.
Managing team members and user roles
Invite users and assign governance roles.
Permissions in ClearVerso
How permissions work across the organisation.
Using tags
Create tags to group and filter records.
Creating portfolios
How to create and manage portfolios.