Accept a parent's invitation
Open the link in the invitation email, sign in or create your account with the invited email, and accept.
Professional portal
When a parent invites you, you get an email saying they invited you to view their Clearly record.
- Click View the invitation.
- The page shows who invited you, in what role, the areas you'll see and any end date or note.
- Click Create free account or I have an account, then sign in.
- Click Accept invitation, or Decline. The parent is told either way.
You can also accept from the portal: invited cases are under the Invited tab in the sidebar.
If it doesn't work
- "Sent to a different email address": sign in with the address the parent invited.
- "No longer open": invitations expire after 30 days. Ask the parent to send a new one.
- "Signed in with a parent account": sign out, and use a professional account.
Both parents can see that you have access and what you view.
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