Create Company

This page provides the necessary information to allow user to create a company inside Alfred's platform.

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 the Company Creation Screen

Once the Companies Screen has loaded, click on the Add New + button. This will open the Company Creation Screen.

Location of the Add New + button.

Complete the Company Creation form

Once the Company Creation form has loaded, you must fill out all of the fields present in the form. Once all of the fields are completed, click the submit button.

Company Creation form
Field
Description

Country

Country in which the company is based.

Tax Registration Number

Tax registration number in the company's base country.

Company Name

Name of the company being registered.

Account Plan

Name of the Alfred plan to which the company has subscribed.

Language

The default language in which Alfred will be shown to all of the company's users.

Account Manager Name

Name of the person responsible of managing the company's account.

Account Manager Email

Email address of the person responsible managing the company's account.

Phone

Official telephone number of the company.

Web Address

Official web address of the company.

Street

Name of the street in which the company is located.

City

Name of the city in which the company is located.

Contact

Name of the main contact within the company. Can be different to the Account Manager.

Apartment / Building

Name of the building in which the company is located.

Logo

URL containing the image of the company's logo. It must be a public URL.

Footer

Modifies the footer shown in the bottom left section of the Alfred screens.

Quota Limit

Indicates the maximum number of documental units that will be considered for the base price.

Documental Unit Price

The unit price of the documental units uploaded by the company.

Additional Documental Unit Price`

The unit price of the documental units once the Quota Limit has been exceeded.

Confirm the Company's creation.

Once the submit button has been clicked, navigate to the Companies' Screen and find the name of the newly created company.

Companies Screen showing one created company.

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