Associate Company to Tagshelf User
This guide is intended to guide any admin user through the process of associating a Taghself User with any of the customers' created companies.
Prerequisites
In order to be able to complete this guide, the user must complete the following checklist:
Purpose
The purpose of this associating a Tagshelf user to a customers company is to allow said user to perform actions on behalf of the customer. These actions include the following:
Creating, modifying and deleting users
View, cancel and restart Jobs.
Generate reports.
View and validate files.
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.
With the dropdown menu open, click on the Companies button. This will redirect the user to the Companies Screen.
Associate the Customer's Company to Tagshelf
In the Companies Screen, locate the Tagshelf company and click on the Associated Companiesbutton. This will open the list of currently associated companies.
Using the dropdown menu, locate the the company that you want to associate Tagshelf with and the click the Add button. This will link Tagshelf with the Customer's company.
Access Tagshelf's User list
In the Companies Screen, locate the Tagshelf company and click on the Users button. This will open the list of users for the company.
Once inside Tagshelf's user list, locate the target user and click on the Associated Companies button. This will open the list of companies associated with the specific user.
Using the dropdown menu, locate the target customer company and select it. Then click the Add button. This will associate the user to the target customer company.
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