Add User to Company

This page provides the necessary information to guide the user through the process of adding users to an already created company.

Prerequisites

In order to be able to complete this guide, the user must complete the following checklist:

Procedure

Access the Companies Screen

From any screen within Alfred, click on the username located on the top right corner to display the user drop down menu.

Location of the username.

With the dropdown menu open, click on the Companies button. This will redirect the user to the Companies Screen

Location of the Companies button.

Access a Company's user list

In the Companies Screen, locate the desired company and click on the Users button. This will open the list of users for the company.

Location of the Users button.

Access the User Creation form

In the User List screen , click on the Add New + button to open the User Creation form.

tion of the Add New + button.

Complete the User Creation form

In the Company Creation form, fill out all of the fields. Once all of the fields are completed, click the submit button.

User Creation form
Field
Description

Company

Name of the company to which the user belongs to.

Name

Given name of the user.

Last Name

Last name of the user.

Email

Email of the user (This address will recieve the confimation email)

Phone

Contact phone number of the user.

Confirm the User creation

Once the submit button has been clicked, navigate to the User List Screen and find the name of the newly created user.

Once the submit button is clicked the newly created user will receive a confirmation email. The user must complete this process before taking any additional action within the platform.

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