Welcome to Clara! As an administrator, you hold the tools to drive your company’s financial efficiency. This guide provides a roadmap to set up your account and maximize our platform's potential.
Essential Modules for Administrators
| Section | Admin Capabilities |
|---|---|
| Access & Security | Activate accounts, manage MFA (2FA) for the team, and secure logins. |
| Expense Control | Issue physical/virtual cards, approve requests, and set custom expense tags. |
| Tax & Compliance | Connect to SAT (MX Tax Authority) for auto-billing and use Plaid for foreign accounts. |
| Disbursements | Manage domestic SPEI payments and international transfers. |
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