PowerClerk Support Center

Program Design
Questions to Ask
Locating the Automations feature
How to create an Automation
Automation Triggers
Automation Action Rules
Validation Rules
Scheduled Triggers
Troubleshooting Automations
Questions to ask yourself
Locating the Channels feature
What are Channels?
Types of Channels
Channel Type: Mark as Child
Channel Type: Make Successor
Channel Type: Create Related Project
Channel Type: Submit Related Project
Channel Type: Project Lookup
How to create a Channel
Channel Signals and Automations
Using Channels in Test Environments
Questions to ask yourself
Locating the Communications feature
Creating Communication templates
Finding Data Tags
Images in Communications
Bulk Communications via Data Import
Project Attachments and Content Library Items
Smart Templates
Upgrading to Smart Templates
Upgrading when a Test Environment Exists
Broken Template Tags
Examples of Broken Template Tags
PowerClerk Bulk Email Communication Policy
Questions to ask yourself
Locating the Connections feature
What are Connections
How to Create a Standard Web Adapter
Define the Standard Web Adapter
Connecting, Testing, and Enabling the Web Adapter
Creating a Standard Web Adapter Configuration
Utilizing Connections on PowerClerk
Maintaining and Editing the Web Adapter
Web Adapter Payload Type Format
Supported Message Versions
Error Handling
Custom List Lookup
Create a Custom List Lookup
Utilizing Custom List Lookup
Content Library
Questions to ask yourself
Locating the Content Library feature
Uploading content to the Content Library
Use with Communication Templates
Use for Front Page content
Custom API IDs
Questions to Ask
Locating the Custom API IDs feature
How to edit a Custom API ID
Data Fields
Questions to ask yourself
Locating the Data Fields feature
How to work with Data Fields
Custom Lists and Data Field Groups
Table form element
PV System + batteries element
Questions to ask yourself
Locating the Deadlines feature
What are Deadlines
How to Create a Deadline
Deadline Automation Action Rules
Utilizing Project Admin Page for Deadlines
Communication Templates for Deadlines
Deadline Set/Satisfy Options
Program-Wide Deadline Actions
Reporting on Deadlines
Deadlines in Project List Columns
Document Templates
Questions to ask yourself
Locating the Document Templates feature
How to define a new Template
How to define a new Merged Document
DocuSign template tags
Mapping eSignature tags
Smart Templates
eSignature Envelopes
Questions to Ask
Locating the eSignature Feature
What are eSignature Envelopes?
eSignature Checklist: The Prerequisites to create a new Envelope
How to set up Advanced eSignature Envelopes Step-by-Step
How to add an eSignature Envelope to a form
eSignature Automation Trigger
Viewing Completed eSignature Envelopes
Resending eSignature Notifications
Canceling eSignatures
Questions to ask yourself
Locating the Forms feature
How to create and edit Forms
Adding data fields
Configuring Forms
Sensitive Data Fields
Formulas and Calculated Fields
Questions to ask yourself
Locating the Formulas feature
How to work with Formulas and Calculated Fields
Formula Data Dictionary
Dynamic Formula References
Rules of Formula References
Advanced Visibility Rules
Video Guides: Formulas
Front Page
Questions to ask yourself
Locating the Front Page feature
How to edit the Front Page
Incentive Design
Questions to ask yourself
Locating the Incentive Design feature
How to create and edit Incentive Designs
Incentive Options for One-Time Incentive Type
Incentive Design Options
Questions to ask yourself
Locating the Milestones feature
How to define a Milestone
Project List Columns
Questions to ask yourself
Locating the Project List Columns feature
How to use Project List Columns
Project Summary
Questions to ask yourself
Locating the Project Summary feature
How to edit the Project Summary
Project Views
Questions to ask yourself
Locating the Project Views feature
How to edit Project Views
Questions to ask yourself
Locating the Roles feature
How to create and edit a Role
Access Groups
Access Groups and Automations
Access Groups and Data Imports
Access Groups and Reports
Questions to ask yourself
Locating the Workflow feature
How to create and edit the Workflow
Workflow Example Overview
Locating the Announcements feature
Creating an Announcement
Triggering an Announcement
Managing Announcements Topic List
Managing Announcement Topic Enrollment Via User Account
Prerequisites for Using Announcements
Business Days
Questions to ask yourself
Locating the Business Days feature
Setting up Business Days
Questions to ask yourself
Locating the Dashboards feature
How to create widgets in your Dashboard
Other Dashboard Actions
Data Import
Questions to ask yourself
Locating the Data Import feature
Steps to Complete a Data Import
Data Import Configurations
Column Header Types
Automatic Data Imports via SFTP
Duplicate Check
Questions to ask yourself
Locating the Duplicate Check feature
How to use Duplicate Checks
Import Projects
Questions to ask yourself
Locating the Import Projects feature
How to Import From V2
Operation Status
Questions to ask yourself
Locating the Operation Status feature
How to use the Operation Status feature
Program Info
Project Inquiry
Locating the Project Inquiry feature
How to edit the Project Inquiry Settings
Automating Communications for Project Inquires
Inquiry Summary
Questions to ask yourself
Locating the Program Info feature
How to edit the Program Info menu
Notification Banners
Usage Info
Program Statistics
Questions to ask yourself
Locating the Program Statistics feature
How to use Program Statistics
Questions to ask yourself
Locating the Reports feature
How to setup Reports
Multi-instance reports
Sharing Reports
Integrate scheduled Reports
Cross-Program Reports
User Administration
Questions to ask yourself
Locating the User Administration feature
How to work with User Administration
Test Environment
Questions to ask yourself
Locating the Test Environment feature
How to setup a Test Environment
Tools Menu
My Account
Questions to Ask
Locating the My Account feature
How to use the My Account feature
Setting up Multi-Factor Authentication
Missing, lost, or stolen mobile devices: resetting Multi-Factor Authentication
Disabling Multi-Factor Authentication
Recovery Guidelines for MFA Administrators
Questions to Ask
Locating the FormSense feature
How to use the FormSense feature
Grant Access
Questions to Ask
Project Grants vs Broad Grants (i.e. "Grant Access")
Locating the Project Grant feature
Locating the Grant Access feature
How to use the Grant Access feature
Integration Guides & API
Questions to ask yourself
Locating the ePayments History feature
How to add ePayments
PowerClerk API
Questions to Ask
What is the PowerClerk API?
What can the PowerClerk API do?
Integrating with the PowerClerk API
API Documentation for Developers
Single Sign On (SSO)
Questions to Ask
PowerClerk SSO Configuration
Azure AD Configuration (SAML)
Azure AD Configuration (OIDC)
Okta IDP Configuration (SAML)
SP Configuration
SSO for multiple programs
IDP Configuration Troubleshooting
Integration Guide 001: How to configure a Web Adapter – ArcGIS Implementation
Integration Guide 002: How to configure Electric Power Research Institute’s (EPRI) DRIVE Connect software with PowerClerk
PowerClerk Video Guides
New User Video Guide
Setting up Business Days
Edit Forms - Tutorial #1
Calculated Fields
Build A Formula
Edit Forms - Tutorial #2
Project Summary
Automation with Formulas in Action Rules
Setting up Roll-up Reports
Configuring Forms
Roles and User Administration
Formulas and Advanced Visibility Rules
Visualize Workflows
SFTP Automatic Data Import
Standard Web Adapter Setup
PowerClerk Program Launch
PowerClerk User Group Sessions (UGS)
Learning Management System (LMS)
Join us for Reflow!
NEW: PowerClerk Certifications

My Account

Use My Account to configure your account information.

My Account feature

Questions to ask yourself about My Account:

What information would you like to alter for your account?
What is a safe and strong password?
How do I make my PowerClerk account more secure?

Locating the My Account feature

All users can edit My Account information by opening the top profile icon menu and clicking on My Account:


Locating the My Account feature

Figure 1: Profile icon menu>> My Account


How to use the My Account feature

The My Account dialog allows you to edit personal info, change your password, or edit your email address for your PowerClerk account:


My Account dialog

Figure 2: My Account dialog

Please note: A secure password for PowerClerk must be at least 8 characters long and include at least one uppercase letter, one lowercase letter, and one number.


Setting up Multi-Factor Authentication

Certain features within PowerClerk, for example Sensitive Data Fields, require Multi-Factor Authentication (MFA) to confirm your identity within PowerClerk. Multi-Factor Authentication makes your account more secure by requiring a second factor in addition to your password to log into your account. In general, MFA requires you to provide ‘something you know,’ like a password, and ‘something you have,’ like a secret code stored uniquely on your mobile device. PowerClerk uses two-factor authentication:

FACTOR 1:  Your regular PowerClerk username and password.

FACTOR 2:  A 6-digit code that is generated on your mobile device every 30 seconds based on the secret shared between your device and PowerClerk. These codes are nearly impossible for anyone else to guess unless they have access to your mobile device.

Setting up your mobile device to provide this second factor of MFA requires you to install an authentication app on your mobile device. Multi-Factor Authentication has become a common standard to strengthen user login procedures. Below is a list of common authentication apps for Android, iOS, and Windows Phones, which will all work with PowerClerk:

Once you have installed your authentication app, you can setup Multi-Factor Authentication by navigating within PowerClerk to The top profile icon>> My Account >> Set Up Multi-Factor Authentication:


Set Up Multi-Factor Authentication

Figure 3: Set Up Multi-Factor Authentication

The setup dialog will present you with a QR Code for your convenience, which you can scan with your authentication app to ease this setup procedure. Alternatively you can also enter your individual setup code manually within your authentication app (which in the above screenshot is obfuscated as mzfyeh*********). See below in Figure 4 an example of how to scan the QR Code offered by PowerClerk within the Microsoft Authenticator app:


Scanning PowerClerk's QR Code

Figure 4: Scanning PowerClerk’s QR Code

After you finished the above steps, your authentication app should be in sync with PowerClerk’s MFA and you can finalize Step 2 and Step 3 of this setup procedure within PowerClerk. Step 2 requires you to enter your usual PowerClerk password credential. Step 3 is where your mobile device’s authentication app can now provide you with two consecutive codes to be entered as shown in Figure 5 below (your codes will differ):


Entering consecutive codes from your authentication app

Figure 5: Entering consecutive codes from your authentication app

This completes your Multi-Factor Authentication setup and PowerClerk will be able to prompt you to authenticate using your mobile device authentication app.


Missing, lost, or stolen mobile devices: resetting Multi-Factor Authentication

If you have lost access to your authentication app (missing, lost, or stolen mobile device), please contact your program’s administrator immediately to reset your account’s Multi-Factor Authentication configuration. This will render your prior MFA setup obsolete and you must undergo the above setup procedure again once you have regained access to your mobile device or installed the authentication app on a new mobile device.


Disabling Multi-Factor Authentication

To disable Multi-Factor Authentication, please navigate to Top Profile Icon>> My Account >> Set Up Multi-Factor Authentication and click on Disable Multi-Factor Authentication. You will have to enter your regular PowerClerk password and a 6-digit Code from your mobile device’s authentication app to disable Multi-Factor Authentication for your PowerClerk account as shown below. Click on the Save Changes button once you are ready to remove Multi-Factor Authentication:


Disabling Multi-Factor Authentication

Figure 6: Disabling Multi-Factor Authentication

NOTE: Once you have removed Multi-Factor Authentication you will no longer be able to access data in some fields such as Sensitive Data Fields.


Recovery Guidelines for MFA Administrators

To implement Multi-Factor Authentication (MFA) for your program you will need to carefully consider your recovery options for MFA Users requiring assistance with their MFA setup. The general procedure for helping a user who has enabled MFA regain access to their account has 3 steps:

  1. The user attempts to log into PowerClerk but cannot provide an MFA code without access to their device, so they click the “Need Help” link. The “Need Help” link reveals a popup which informs the user who they can contact for help regaining access to their account.
  2. The user contacts the appropriate PowerClerk administrator offline for support disabling MFA on their account so they can regain access. The method of offline contact could be email, phone, or in-person if the user and administrator are located at the same physical facility.
  3. The administrator is responsible for authenticating the request, so for instance if the request comes via email or phone and the administrator is not personally acquainted with the requestor, the administrator should contact the requestor at a known phone number or email address to confirm the validity of the request before acting on it. Once the authenticity of the request has been verified, the administrator can disable MFA on the user’s account from the “Edit User” page for the requestor. (Note that the administrator must also have MFA enabled on their own account at least temporarily to disable MFA for another user.)

When implementing this procedure for your organization, you need to ensure that users who lose their mobile devices know whom to contact within your program, and how to provide valid identification to the administrators responsible for handling MFA support requests. The text of the “Need Help” message can be configured in the “Program Info” page to provide users with the appropriate contact information for MFA support requests.

Please review the following guidelines to implement a secure and tamper-proof MFA recovery procedure for your program:

  • Any administrator role with the “Edit Users” privilege is capable of resetting MFA on the accounts of all users, and therefore should be treated as an MFA Administrator role. Your program must have at least two MFA Administrators to be able to reset Multi-Factor Authentication for users seeking MFA assistance within your program. It is important to have two administrators in case one is unavailable, or in the event that one of them loses access to their device and needs to regain access to their own account.
  • Keeping the group of MFA Administrators small is key to minimize risk exposure of having too many administrators share the responsibility of MFA Administration. We recommend to limit this group’s size to 2 to 4 MFA Administrators, who are allowed to reset the MFA Configuration for your MFA Users.
  • MFA Users losing access to their mobile device need to know how to restore access to their accounts by contacting your MFA Administrators. The MFA Support Text can be configured under Admin >> Program Info within PowerClerk as shown in Figure 7 and Figure 8 below:


    Program Info - MFA Support Text

    Figure 7: Program Info > MFA Support Text


    MFA Support Text

    Figure 8: MFA Support Text


  • Your MFA Administrators need to adhere to a set recovery procedure to fail-safely verify MFA User’s identity before resetting the MFA Configuration for the user account in distress. This recovery verification procedure needs to include a tamper-proof form of identity verification, such as:
    • Direct phone conversation with the MFA User on their new mobile device requiring the MFA User to provide sufficient proof of identity verbally.
    • Submission of a previously stored master reset key phrase or a master reset password generated within your program’s infrastructure outside of PowerClerk, which had been confidentially delivered to each of your MFA Users during their initial MFA setup. This master reset password/phrase needs to be stored in a secure location and provided to the MFA Administrator to proceed with the recovery procedure.
    • Face-to-Face authentication within the premises of your program’s utility headquarters.

    You can choose the degree of safety requirements for your MFA recovery procedures according to your legislative requirements. Any of your MFA Administrators will have to have their own account secured with MFA to be able to initiate the recovery procedure for MFA User Accounts in distress.

If you have further questions on how to implement a secure and tamper-proof MFA recovery procedure for your program, please contact the PowerClerk Support Team for further information.

Video Guide

New User Video Guide

The following video will give you an overview on how to register with PowerClerk, reset your account details, and alter your contact email address.


Have additional questions? Contact us to nominate your FAQ and help others find answers to your own questions concerning this feature.

Create A Support Ticket

Not finding your answer here?  Submit a question to our support team at the PowerClerk Ticket System and leverage the PowerClerk team’s expertise.