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Avalara Help Center

Assign multiple users to a company

This article applies to:CertCapture

If you have recently added new users or a new company in CertCapture, consider assigning multiple users to a company at once. This saves you the time of assigning users to companies individually.

Steps

  1. In CertCapture, go to Settings > Company Settings > Assign Users.
  2. Select Assign Users.
  3. In the Assign Users dialog box, under User Role, select a user role for the newly assigned user.
    CertCapture6_AssignUsers1.png
  4. Under Available Users, type a user name and then select that user.
    You can then type another user name to add multiple users.
  5. Select Link User Accounts.

To unlink a user from a company, at the right next to any user's details, select Un-Assign. 

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