Multiple Legal Entities

This tool allows you to connect users to different companies from the same session, using the same email and password.

Additionally, you will be able to:

• Use the same email, password, and ID if you want to create a new company within the same country.
• Add collaborators to existing companies using an email that has already been registered in a Clara account.
• Save time for your finance and accounting teams that manage multiple companies simultaneously.

How does it work? 

Before:

• It was not possible to add a user with an existing Clara account to another company.
• Users could not create a new company using the same email and ID.

Now:

• From the Create User option, Administrators and Managers can invite a user who already has an existing Clara account, ensuring that the email and personal RFC are the same as the ones the user entered in their account. This way, they will be added to the same account of the new company.
• In the Company section, there will be a 'Register New Company' option on the right side of the menu for Administrators and Accountants. These roles can initiate the registration process by clicking and following the steps to register the new company.
• In both cases, users with multiple companies will be able to switch from one company to another through a menu that will appear at the top of the screen, next to the account icon.

How to start using multiple legal entities?

1. Administrators and Accountants can find this functionality by following the information on the red flag label "Do you have multiple companies and want to manage them with Clara?  You can now register and manage them all in one place." Click on "More information" or "Register New Company" on the right side of the menu.

2. A window will open on the right side that will explain how to register the new company and the steps to follow. By clicking on "Start Application," it will direct you to a new window to begin the registration process.

3. During onboarding, you will need to attach the company documentation, the legal representative's documents, and sign the contract.

4. Once onboarding is completed, a new menu will appear in the upper right corner of the platform where you can select the company whose information you want to view.

How to create a new user?

1. Administrators and Managers can now also add users with existing Clara accounts to new companies through the "Create +" button at the top right of the screen in the Team section.

2. The Create User screen will open, and the user’s details must be completed. To add the user to the existing account, the same email and personal RFC must be used.

The roles this new user can have in the company are: employee, accountant, manager, or administrator.

3. The new user will receive an email where they must accept the invitation from the new company.

4. The new user will be able to see the new menu at the top of the dashboard where they can switch between companies.

* We hope that with this step-by-step guide, your finance team can save time when managing expenses across multiple companies, without needing to log out and log in each time they need information from different legal entities.