How to Create and Invite New Users to Your Team 👥

In Clara, you can register all your company’s employees and partners so they can securely manage their own profiles, cards, and transactions. Centralizing your team provides total control and real-time visibility over corporate spending.

Step-by-Step Instructions

1. Team Section: Access the Management menu and click on the "Team" (Equipo) tab.

2. Start Invitation: Click the "+ Invite" button.

3. Define Access Level: Choose the appropriate role (Administrator, Manager, Accountant, or Employee).

4. Personal Information: Enter their full name, corporate email, and phone number.

5. Organization: Assign them to a Group (e.g., Marketing) and a Location (e.g., Mexico City) to organize your reporting.

6. Confirm: Review the details and click "Create user".

Next Steps

• Activation: The user will receive an email with an activation link to set their password.

• Card Issuance: Once created, you can immediately issue a physical or virtual card in their name.