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Avalara Help Center

Assign a Retail user to a company

This article applies to:CertCapture

Assign a Retail user to a company in CertCapture to ensure they can access the customers and exemption certificates for that company.

Steps

  1. In CertCapture, go to Settings > Account Settings > Manage Users.
  2. On the Users page, find the user account you want to assign and select Assign Companies.
    Assign Companies Link.png
  3. In the Assign Companies dialog box, check the box for the company to which you would like to assign the Retail user.
  4. To the right of the company name, select Retail from the drop-down menu.

    Assign Companies.png

  5. Once you've made your selections, select Update Company Assignments.
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