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Avalara Help Center

Assign a user to a company

This article applies to:CertCapture

When you add a new user, assign them the companies in your CertCapture account so they can access the customers and documents in that company. Users are assigned on a per company basis, so a given user can have different permissions depending on the company they're working in.

Steps

  1. In CertCapture, go to Settings > Account Settings > Manage Users.
  2. Find your user in the list and select Assign Companies in the Actions column.
  3. Check the companies your user should have access to.
  4. Adjust their user role for each company.
  5. When finished, select the Update Company Assignments button.

The user now has access to the assigned companies. 

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