Mass user creation

¿How to quickly create up to 20 users?

Only for Admins

If you have an administrator role, creating multiple users in Clara is quite easy. This step-by-step guide will guide you to invite all your collaborators to join Clara in a very few steps.

Before starting:

• You only need the list of emails to be invited to Clara. Be sure to have the right emails.
• Keep in mind that all users created under the multiple users inviting process will share the same role setup and they will be optionally assign with the same card setup too.
• Currently we can only allow to invite up to 20 users in a single form.

Step-by-step to invite multiple users:

1. Go to the Team tab, click on the Invite button in the right side of the screen and select the Multiple Users option. This will open a simple form to start inviting new users.
   
   
2. Enter the selected emails either by typing them or copying and pasting them within the email input.
   
   

    

3. Then, select the role, a manager, a group (optional) and a location (optional).

   
   
   

4. Below you can either select to create your users a Card. If you do so, then click on the Setup Card button in right-bottom section

Creating cards for each of the new invited users is optional. If no card creation is selected, then you can directly send an invitation through email.

• If you select to create a card, then you will need to setup the Card settings. These cards will be created under the same setup for all of the users.

• Start by selecting the card type. Please take into account that physical cards will be delivered to the registered Company address.

• Then, setup the Alias, Card Limit, Limit Frequency, and available Spending Categories. You will be able to setup the Advance Settings (optional) related to available days to use the card.

  

• Once you’re done just go ahead and send the invitation. The new users will receive an email containing all the instructions to activate their accounts either in web or mobile.

Now, you have been invited and you will activate your account: Once you’re invited, you will receive an email. This email can be open either from your desktop laptop or from your smartphone. Please check spam.

Activating a new account:

• You can either activate your account by selecting Google, Microsoft or creating a new password. For the first two options, please take into account your corporate email is supported by each of these providers
• On the first login, users will be requested to authenticate using a two factor authentication method. If you’re on mobile, you might need to authenticate yourself by inserting a code sent to your email.

Please see Authenticating with 2FA or validating your email with an OTP.

• Then, complete the form with your Name, Surname, Mobile Phone and Tax ID (optional)

  

• Then click on continue and you’re done!

• If you have a card been created, you will see your card in the card section.