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PowerClerk Support Center

Project Pages
Project Admin Page
Locating the Project Admin Page
How to Use the Project Admin page
Project View/Edit Page
Locating the Project View/Edit Page
How to use the Project View/Edit Page
Program Design Menu
Automations
Questions to Ask
Locating the Automations feature
How to create an Automation
Automation Triggers
Automation Action Rules
Validation Rules
Scheduled Triggers
Troubleshooting Automations
FAQs
Channels
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
FAQs
Communications
Questions to ask yourself
Locating the Communications feature
Creating Communication templates
Finding Data Tags
Images in Communications
Sending Mass Communications
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 Mass Communication Policy
FAQs
Connections
Questions to ask yourself
Locating the Connections feature
What are Connections
How to Create a Web Connector
Define the Web Connector
Connecting, Testing, and Enabling the Web Connector
Creating a Web Connector Configuration
Utilizing Connections on PowerClerk
Maintaining and Editing the Web Connector
Web Connector Payload Type Format
Retrieving Project Information via Built in Fields
Error Handling
Custom List Lookup
Create a Custom List Lookup
Utilizing Custom List Lookup
FAQs
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
FAQs
Custom API IDs
Questions to Ask
Locating the Custom API IDs feature
How to edit a Custom API ID
FAQs
Data Fields
Questions to ask yourself
Locating the Data Fields feature
Viewing Available Data Fields
Managing Data Fields
Attachment Data Fields
Referencing Data Fields with Template Tags
Text Validation Rules
Custom Lists and Data Field Groups
Table form element
Enabling PV + Battery Element
FAQs
Deadlines
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
FAQs
Document Templates
Questions to ask yourself
Locating the Document Templates feature
How to define a new Template
Configuring Excel Files using PowerClerk Data Field Tags
How to define a new Merged Document
eSignatures
DocuSign template tags
Mapping eSignature tags
Smart Templates
FAQs
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
FAQs
Forms
Questions to ask yourself
Locating the Forms feature
How to create and edit Forms
Adding data fields
Configuring Forms
Saving a Form as a Draft
Form Field Elements
Field Properties
Conditional Visibility
Sensitive Data Fields
Location Form Element
Address Autocomplete
VersaForms
FAQs
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
FAQs
Front Page
Questions to ask yourself
Locating the Front Page feature
How to edit the Front Page
FAQs
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
FAQs
Milestones
Questions to ask yourself
Locating the Milestones feature
How to define a Milestone
FAQs
Project List Columns
Questions to ask yourself
Locating the Project List Columns feature
How to use Project List Columns
FAQs
Project Summary
Questions to ask yourself
Locating the Project Summary feature
How to edit the Project Summary
FAQs
Project Views
Questions to ask yourself
Locating the Project Views feature
How to edit Project Views
FAQs
Roles
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
FAQs
Themes
Overview
How Themes are Stored in PowerClerk
Creating a Theme
PowerClerk Theme Example
Workflow
Questions to ask yourself
Locating the Workflow feature
How to create and edit the Workflow
Transitions
Workflow Example Overview
FAQs
Admin Menu
Announcements
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
FAQs
Dashboards
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
Revert Data Imports
FAQs
Duplicate Check
Questions to ask yourself
Locating the Duplicate Check feature
How to use Duplicate Checks
FAQs
Import Projects
Questions to ask yourself
Locating the Import Projects feature
How to Import From V2
FAQs
Operation Status
Questions to ask yourself
How to use the Operation Status feature
Locating the Operation Status feature
FAQs
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
FAQs
Program Statistics
Questions to ask yourself
Locating the Program Statistics feature
FAQs
How to use Program Statistics
Reports
Questions to ask yourself
Locating the Reports feature
How to setup Reports
Multi-instance reports
Sharing Reports
Integrate scheduled Reports
Cross-Program Reports
Handling Sensitive Data in Reports
Viewing Report Failures
Maximum Number of Columns Allowed in a Report
FAQs
User Administration
Questions to ask yourself
Locating the User Administration feature
How to work with User Administration
FAQs
Test Environment
What are Test Environments
Locating the Test Environment feature
How to Open a Test Environment
Questions to ask yourself
Test Environment Behavior
PowerClerk Sandbox Instance
FAQs
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
FAQs
FormSense
Questions to Ask
Locating the FormSense feature
How to use the FormSense feature
FAQs
Grant Access
Project Grants vs Broad Grants (i.e. "Grant Access")
Questions to Ask
Locating the Project Grant feature
Locating the Grant Access feature
How to use the Grant Access feature
FAQs
Integration Guides & API
ePayments
Questions to ask yourself
Locating the ePayments History feature
How to add ePayments
FAQ
PowerClerk API
Integrating with the PowerClerk API
Questions to Ask
What is the PowerClerk API?
API Documentation for Developers
What can the PowerClerk API do?
Single Sign On (SSO)
Questions to Ask
PowerClerk SSO Configuration
Entra ID Configuration (SAML)
Entra ID Configuration (OIDC)
Okta IDP Configuration (SAML)
SP Configuration
SSO for multiple programs
IDP Configuration Troubleshooting
FAQs
Integration Guide 001: How to configure an ArcGIS Connector – ArcGIS Implementation
Integration Guide 002: How to configure Electric Power Research Institute’s (EPRI) DRIVE Connect software with PowerClerk
PowerClerk Video Guides
Setting up Roll-up Reports
New User Video Guide
Configuring Forms
Roles and User Administration
Setting up Business Days
Formulas and Advanced Visibility Rules
Visualize Workflows
Dashboards
FormSense
Milestones
ArcGIS
Project Summary
Automation with Formulas in Action Rules
API
Edit Forms - Tutorial #1
SFTP Automatic Data Import
Calculated Fields
Web Connector Setup
Edit Forms - Tutorial #2
Build A Formula
Help Articles
Understanding Your PowerClerk Program Design
Workflow
Forms
Automations
Communications
Data Fields
Deadlines
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

Some features in PowerClerk, such as Sensitive Data Fields, require Multi-Factor Authentication (MFA) to verify your identity. MFA enhances the security of your account by requiring an additional verification step beyond your password. Typically, MFA combines two factors: something you know (e.g., a password) and something you have (e.g., a secret code generated on your mobile device). PowerClerk implements two-factor authentication (2FA) to ensure a higher level of account protection:


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.

To enable the second factor of MFA, an authentication app must be installed on a mobile device. Multi-Factor Authentication (MFA) has become a widely adopted standard to strengthen the security of user login processes. Below is a list of popular authentication apps compatible with PowerClerk, available for Android, iOS, and Windows Phones:

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 display a QR code for convenience. This code can be scanned with an authentication app to streamline the setup process. Alternatively, the unique setup code can be manually entered into the app (shown as “mzfyeh*********” in the screenshot above). For reference, Figure 4 below demonstrates how to scan the QR code using the Microsoft Authenticator app within PowerClerk.

 

Scanning PowerClerk's QR Code

Figure 4: Scanning PowerClerk’s QR Code

 
Once the steps above are completed, the authentication app should be successfully synchronized with PowerClerk’s Multi-Factor Authentication (MFA), enabling continuation with Step 3 and Step 4 of the setup process.

  • Step 3: Enter the standard PowerClerk password.
  • Step 4: Use the authentication app on the mobile device to generate two consecutive codes. Enter these codes as shown in Figure 5 (note: actual codes will vary).

 

Entering consecutive codes from your authentication app

Figure 5: Entering two 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

In the event of a missing, lost, or stolen mobile device resulting in loss of access to the authentication app, please contact your program’s administrator immediately to request a reset of the account’s Multi-Factor Authentication (MFA) configuration. This action will invalidate the previous MFA setup. Once access to a mobile device is restored or the authentication app is installed on a new device, the MFA setup process must be completed.

 

Disabling Multi-Factor Authentication

To disable Multi-Factor Authentication (MFA), navigate to Top Profile Icon>> My Account >>, then select disable Multi-Factor Authentication. A prompt will appear requesting the standard PowerClerk password along with a 6-digit code from the authentication app on the mobile device.
 
Once both are entered, select Save Changes to complete the removal of MFA for the account, as shown below.

 

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

When implementing Multi-Factor Authentication (MFA) for your program, it’s crucial to have a well-defined recovery procedure in place for users who require assistance with their MFA setup. The following steps outline the general process for assisting users who have enabled MFA and are unable to access their accounts:
 

  1. User Attempts Login:The user attempts to log into PowerClerk but cannot provide an MFA code due to losing access to their device. They will click the “Need Help” link, which will display a popup informing them who to contact for assistance in regaining access to their account.
  2. User Contacts Administrator: The user then contacts the designated PowerClerk administrator offline for help disabling MFA on their account. The user can reach out via email, phone, or in person if both the user and administrator are located at the same physical site.
  3. Administrator Authentication: The administrator is responsible for authenticating the request. If the request comes via email or phone, and the administrator is unfamiliar with the requester, they should contact the requester through a known phone number or email address to verify the request’s authenticity. Once confirmed, the administrator can disable MFA on the user’s account via the “Edit User” page. Note: The administrator must have MFA enabled on their own account to perform this action.

When implementing this procedure, ensure that users are informed about whom to contact within your organization if they lose access to their mobile device and how they can provide proper identification to the administrators handling MFA support requests. The “Need Help” message text can be customized in the “Program Info” page to guide users toward the correct contact for MFA support.
 

Best Practices for Secure MFA Recovery

To implement a secure and tamper-proof MFA recovery process for your program, please follow these guidelines:

  • Administrator Privileges: Any administrator role with the “Edit Users” privilege can reset MFA for all users. These administrators should be designated as MFA Administrators. Your program must have at least two MFA Administrators to handle MFA reset requests, ensuring coverage if one administrator is unavailable or loses access to their device.
  • Limit MFA Administrators: To reduce potential risks, it’s advisable to keep the number of MFA Administrators to a minimum. We recommend limiting this group to 2–4 MFA Administrators who are authorized to reset MFA configurations for 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 below:

    MFA users who lose access to their mobile devices must know how to restore access to their accounts by contacting the appropriate MFA Administrators. The MFA Support Text can be configured under Admin >> Program Info within PowerClerk, as shown in Figure 7 below:

     

    Program Info - MFA Support Text

    Figure 7: Program Info > MFA Support Text

     

  • Implementing a Secure MFA Recovery Procedure

    To ensure the integrity and security of Multi-Factor Authentication (MFA) within your program, MFA administrators must adhere to a fail-safe recovery procedure to verify the identity of users before resetting their MFA configuration. The following are recommended steps to include in your MFA recovery verification procedure:
     

    1. Direct Phone Conversation
      • Conduct a direct phone conversation with the MFA user on their new mobile device.
      • Require the MFA user to provide sufficient proof of identity verbally during the call.
    2. Master Reset Key Phrase or Password
      • Use a previously stored master reset key phrase or master reset password.
      • This key phrase or password should be generated securely within your program’s infrastructure, outside of PowerClerk.
      • Ensure that the master reset credentials were confidentially delivered to each MFA user during their initial MFA setup.
      • Store the master reset credentials in a secure location accessible only to authorized personnel.
      • Provide the master reset key phrase or password to the MFA administrator for verification during the recovery process.
    3. Face-to-Face Authentication
      • Perform face-to-face authentication at your program’s utility headquarters.
      • Verify the MFA user’s identity using official identification documents or other trusted methods.

    Additional Guidelines

    • Customize the level of safety and security for your MFA recovery procedure according to applicable legislative and regulatory requirements.
    • Ensure that all MFA administrators have their own accounts secured with MFA before initiating any recovery procedures for other accounts.

    Need Assistance?
    For further guidance on implementing a secure and tamper-proof MFA recovery procedure, 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.


FAQs

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.