> ## Documentation Index
> Fetch the complete documentation index at: https://docs.adclear.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting started

> Set up your Adclear account, sign in, and configure your notifications.

## Overview

Before you can upload or review promotional content in Adclear, you'll need an account, access to the right workspace, and notifications configured so you don't miss tasks or mentions. This page covers everything you need to get started. It should take less than ten minutes.

<Note>
  If your organisation uses single sign-on (SSO), you may be directed to sign in through your company's identity provider instead. Contact your internal Adclear admin if you're unsure which method applies to you. Admins setting this up can follow [Set up SSO with Okta](/sso/okta) or [Set up SSO with Microsoft Entra ID](/sso/azure).
</Note>

<Tip>
  Once you're signed in, take a few minutes to read /how-roles-work to understand what your role can do, and /upload-types to learn the core concepts used throughout the platform.
</Tip>

## Account setup

<AccordionGroup>
  <Accordion title="Signing up" icon="user-plus">
    If you've been invited to Adclear, you'll receive an email with a link to create your account. Follow the link and complete the steps below.

    <Steps>
      <Step title="Enter your email and create a password">
        On the sign-up page, enter the email address your invitation was sent to. Choose a strong password that meets the requirements below, then click Continue.
      </Step>

      <Step title="Verify your email">
        A verification code will be sent to your email address. Enter the code when prompted. If it doesn't arrive within a couple of minutes, check your spam folder.
      </Step>

      <Step title="Enter your name">
        Enter your first and last name, then click Complete.
      </Step>

      <Step title="You're in">
        You'll be taken to your Adclear home screen, either My Tasks or the Promotion Dashboard, depending on your role. If you see a "No organisation found" message, your admin may need to complete your workspace assignment. Reach out to them directly.
      </Step>
    </Steps>
  </Accordion>

  <Accordion title="Password requirements" icon="key">
    When creating or resetting your password, it must:

    * Be at least 8 characters long
    * Contain at least one uppercase letter
    * Contain at least one number
    * Not appear in a known data breach

    If your password doesn't meet these requirements, Adclear will tell you exactly what needs to change before you can continue.
  </Accordion>

  <Accordion title="Forgot your password?" icon="rotate-left">
    <Steps>
      <Step title="Start signing in">
        Go to the Adclear sign-in page and enter your email address, then click Continue.
      </Step>

      <Step title="Click Forgot password?">
        On the password step, click Forgot password?. A reset card will appear - click Send Reset Link.
      </Step>

      <Step title="Enter the verification code">
        Check your email for a verification code and enter it when prompted.
      </Step>

      <Step title="Set your new password">
        Enter and confirm your new password (the same requirements apply), then click Reset password. You'll be signed in automatically.
      </Step>
    </Steps>

    <Tip>
      If you don't receive the reset email within a few minutes, check your spam folder. If it still hasn't arrived, contact your internal Adclear admin.
    </Tip>
  </Accordion>
</AccordionGroup>

## Signing in

Once your account is set up, signing in is straightforward.

<Steps>
  <Step title="Go to the Adclear sign-in page">
    Enter your email address and click Continue.
  </Step>

  <Step title="Enter your password">
    Enter your password and click Continue. You'll be taken to your home screen.
  </Step>
</Steps>

### Common sign-in issues

| Issue                | What you'll see                                            | What to do                                           |
| -------------------- | ---------------------------------------------------------- | ---------------------------------------------------- |
| Wrong password       | "Password is incorrect. Try again, or use another method." | Double-check caps lock, or use Forgot password?      |
| Email not recognised | "Couldn't find your account."                              | Check you're using the email your invite was sent to |
| Invalid email format | Continue stays disabled                                    | Make sure the email address is formatted correctly   |

## Set up your notifications

Adclear sends notifications by email and Slack to keep you on top of tasks, comments, mentions, and review activity. We strongly recommend configuring both before you start using the platform so nothing slips through.

<CardGroup cols={2}>
  <Card title="Email notifications" icon="envelope">
    Sent automatically to the email address on your account. No setup needed - manage your preferences in Settings.
  </Card>

  <Card title="Slack notifications" icon="slack">
    Available once an admin has connected your organisation's Slack workspace. Channel and DM preferences are managed per user.
  </Card>
</CardGroup>

### Slack notifications

<Tabs>
  <Tab title="Admins">
    If you're a Compliance Admin or Marketing Admin, you can connect your organisation's Slack workspace so everyone in Adclear receives notifications.

    <Steps>
      <Step title="Open Slack Notifications in Settings">
        Go to Settings in Adclear and click Slack Notifications.
      </Step>

      <Step title="Add Adclear to Slack">
        Click Add to Slack, then Allow on the Slack authorisation page. You'll be redirected back to Adclear once the app is installed.
      </Step>

      <Step title="Choose a notification channel">
        Select a Slack channel from the Connected Channels dropdown. This is where Adclear will post channel-wide notifications for your organisation.
      </Step>
    </Steps>

    <Note>
      To use a private channel or a channel shared across workspaces, you'll need to invite the Adclear bot to the channel in Slack first. See the /settings for the full walkthrough.
    </Note>

    <Warning>
      Clicking Disconnect from Slack disables both channel and DM notifications for every user in your Adclear organisation. Only disconnect if you're sure no one in your team relies on Slack notifications.
    </Warning>
  </Tab>

  <Tab title="Users">
    Once your admin has connected Slack, you'll automatically receive channel notifications in the channel they selected. You can't switch channel notifications off in Adclear, but you can mute the channel directly in Slack.

    You can choose whether to receive direct messages (DMs) from Adclear, and which types.

    <Steps>
      <Step title="Open Slack Notifications in Settings">
        Go to Settings in Adclear and click Slack Notifications.
      </Step>

      <Step title="Toggle DM notifications">
        Switch Enable Slack DM Notifications on or off. When on, you can choose which types of notifications you receive by DM.
      </Step>
    </Steps>

    <Note>
      Mention notifications - when someone tags you in a comment thread - are only delivered by DM. If you turn DM notifications off, you won't see mentions in Slack at all.
    </Note>
  </Tab>
</Tabs>

<Tip>
  For the full Slack notifications walkthrough, including shared channels, private channels, and the complete list of DM notification types, see the /settings.
</Tip>

## What's next?

<CardGroup cols={2}>
  <Card title="How roles work" icon="users" href="/how-roles-work">
    Understand what your role can do and where you fit in.
  </Card>

  <Card title="Upload types" icon="layer-group" href="/upload-types">
    Learn the four ways to upload promotions and when to use each.
  </Card>

  <Card title="Slack Notifications settings" icon="bell" href="/settings">
    Full reference for connecting Slack and managing notification preferences.
  </Card>

  <Card title="Email notification settings" icon="envelope" href="/settings">
    Manage which email notifications you receive from Adclear.
  </Card>
</CardGroup>

## Still need help?

Contact support at [support@adclear.ai](mailto:support@adclear.ai).