Multiple Leaders for Groups and Locations: Share Card Management Across Your Teams

In a company, a team, department, or location is not always managed by just one person.

There may be multiple people responsible for the same operation, regional leaders who share oversight of a team, or managers who need visibility into the same cards.

Now, in Clara, you can assign multiple leaders to the same group or location, so the right people can view and manage the cards associated with that group or location without changing your team structure.

More flexibility to organize your teams. More clarity over who can manage each card.

Multiple leaders, one group

Until now, each group or location in Clara could only have one leader.

With this update, you can assign more than one leader to the same group or location.

Each leader will have visibility into the cards linked to that group or location and will be able to perform the management actions available to their role.

For example, if an Operations team has two managers responsible for the same location, both can access the team’s cards without having to split the group or change employee reporting lines.

Keep your company’s real organizational structure

Giving another manager access no longer means reassigning employees just so they can view their cards.

Each employee can continue to have one direct manager, while the different leaders assigned to their group or location can access the corresponding cards.

This allows you to preserve your company’s organizational structure while giving visibility to the people involved in the day-to-day management of each team.

More visibility for shared operations

A leader can view the cards of members in the groups or locations they lead, even when those people do not report directly to them.

This is especially useful for organizations where responsibility is shared, for example:

  • Regional teams: different managers can oversee the same team or region.
  • Location-based operations: multiple people can manage the cards associated with an office, branch, or operational site.
  • Shared leadership structures: different leaders can have visibility into the same group without changing employee reporting lines.

Better governance, without workarounds

Clara’s permission structure can now better reflect how your organization actually operates.

Instead of reorganizing teams to grant access, you can define the right leaders for each group or location and keep card management in the hands of the right people.

Your organizational structure stays the same. Visibility is shared where you need it.

Frequently asked questions

Can I assign more than one leader to the same group or location?

Yes. The same group or location can have multiple leaders assigned.

Does assigning a new leader change an employee’s direct manager?

No. Each employee continues to have one direct manager. Additional leaders gain visibility into their cards because they are assigned as leaders of that group or location.

Can a leader view cards from people who do not report directly to them?

Yes. If someone belongs to a group or location that the manager leads, that leader can view and manage the cards linked to that group or location.

What can leaders do with those cards?

Leaders can view the cards and perform the management actions available to their role, such as freezing or blocking cards when needed.

Is this feature available for both groups and locations?

Yes. You can assign multiple leaders to both groups and locations.

Availability

🇲🇽 Mexico | 🇨🇴 Colombia | 🇧🇷 Brazil

The feature is already available in Clara.

Organize your groups and locations around the way your company actually works, and assign the leaders you need to share card management.