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Account settings apply to you as a team member. Organization settings apply to the selected organization. People signing documents use email links or one-time codes instead of these team member settings.

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Update your profile

  1. Open Settings → Account → Profile.
  2. Update your name, email, or preferred language under Account information.
  3. Click Save and complete any email verification requested.
Changing your preferred language changes your app interface. The organization’s language controls request emails and signing pages; see organization language and time zone.

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Change your password

Open Settings → Account → Security. In Update password, enter your current password, your new password, and its confirmation. Click Save password. If you cannot sign in, use the password-reset option on the login page. If you normally sign in through Google or Microsoft, try that same sign-in method. Contact support if you still cannot access your account.

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Add a passkey

Passkeys let you sign in with Face ID, Touch ID, Windows Hello, or a security key.
  1. Open Settings → Account → Security.
  2. Under Passkeys, click Add passkey.
  3. Give it a name and follow your device or browser’s setup prompt.
A passkey replaces the password step. ClearPolicy does not ask for an additional authenticator code when you sign in with a passkey.

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Enable two-factor authentication

  1. Open Settings → Account → Security.
  2. Under Two-Factor Authentication, click Enable 2FA.
  3. Scan the QR code with your authenticator app or enter the setup key.
  4. Complete the confirmation prompts.
  5. Save your recovery codes somewhere you can access if you lose your device.
Use a recovery code if you cannot access your authenticator. If you lose both, contact support for account-access help.

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Require stronger sign-in for your organization

An owner can open Settings → Organization → Profile, turn on Require two-factor authentication, and save. Team members must use an authenticator app or a passkey to meet the requirement. This applies to team member access, not people completing document requests.
Last modified on September 26, 2026