Guides

1. Create a New Instance of Clevero

  1. Set up an Instance of Clevero
  2. Create Records and Fields
  3. Create an Entry Layout
  4. Create a Navigation
  5. Create a View of Records

Overview

Before you can build your solution, you’ll need to set up a new Instance. This is your dedicated workspace where all records, layouts, dashboards, and automations will live.


Video Walkthrough


Step by Step

Step 1 - Log in to the Partner Portal

  1. Go to https://app.clevero.co.
  2. Enter your partner login credentials.
  3. After logging in, you’ll land on your Partner Dashboard.

Step 2 - Create a New Instance

  1. In the left navigation, select Activation Links.
  2. Click + Instance button (top right) to create a new instance.
  3. Fill in the instance details:
    1. Tick the Not for Resale checkbox
    2. Enter an Instance Name (e.g., ABC Company)
    3. For Main Module, select Blank Instance [Premium]
  4. Click Submit to create the instance.

Step 3 - Switch to Your Instance

  1. At the bottom left, click Settings.
  2. Select Change Role.
  3. Search for your new instance (e.g., ABC Company).
  4. Click Admin under your instance name to switch into it.
  5. If everything was done correctly, your screen should now look something like this:

Updated 8 months ago

What’s Next

You’re all set! Now that your instance is ready, the next step is to define the data your solution will manage.