Klear Basics

Klear Basics

Learn the basics of using the KLEAR platform.

Add your logo to your workspace and profile

How to brand your workspace and profile by adding your company logo

James Howard
James Howard
January 24, 2024

Editing Trades

How to edit the details of a Trade

Sophie Moore
Sophie Moore
January 19, 2024

Updating Trades

How to note developments in your Trade after it's built

Sophie Moore
Sophie Moore
January 18, 2024

Help! Why can’t I see or edit information in the Treasury tab?

Permissions determine what financial info team members can see and edit.

Sophie Moore
Sophie Moore
January 31, 2024

Viewing your Trades

Different ways to view and edit existing Trades

Sophie Moore
Sophie Moore
January 31, 2024

How to clone Trades

The quick and easy way to input repetitive Trades

Sophie Moore
Sophie Moore
January 12, 2024

Help! I can view trades, but I can't edit them.

How to adjust your permissions.

Sophie Moore
Sophie Moore
January 10, 2024

Understanding trade status: Draft, Published, Active and Closed

What do the statuses in my trades mean?

John Carter
John Carter
January 10, 2024

What is the difference between a supervised and unsupervised trade?

Supervised or unsupervised? It's your choice. Here's what you need to know to decide.

Linda Simmons
Linda Simmons
January 10, 2024