Account setup

Before you start using your Tagd account, we recommend that you go through and adjust your organization’s settings. These settings are only available for users with admin permissions.

1. Open your organization’s settings

1. Click on the platform name at the top right.

2. Choose "My organization".

Here you’ll see:

• Company name and organization number (provided during account activation).

• Option to change the platform interface language (e.g. Swedish, Norwegian, Danish, Finnish, and English).

Note: Language selection only affects the interface – not the content in contract, which might be in other languages.

2. Notification settings

These values are editable, but we recommend you leave the defaults as they are. You can always adjust settings for each contract during registration.

3. Manage organizations

You can add multiple organizations to your account, for example subsidiaries or foreign entities:

Add a new organization:

1. Click on "Add"

2. Fill in:

- Company name

- Organization number

3. Click on "Save"

The organization will now be available when you handle contracts.

Use alias:

Alias can be used if:

• The company had previous names

• The company is known under another brand

By adding an alias, old or incorrect names in contracts can still be connected to the right organization.

Here's how you do it:

1. Click "Edit"

2. Add an alias (e.g. “Tagd AB”)

3. Click the plus sign

4. Press "Save"

4. Manage tags

Tags work as keywords and are a complement to folders. They make it easier to filter and search for agreements.

Add tags (standard mode):

- Go to the tag list

- Click on "Add tag"

- Type e.g. “Stockholm”, “Gothenburg”, “Malmö”

- Click on "Save"

Allow user-defined tags:

As an admin, you can allow users to create their own tags:

1. Click on "Tags disabled"

2. Confirm by clicking "Yes"

When a user creates a new tag during contract registration, it is added to the system automatically.

Admins can at any time:

- Edit

- Remove tags

5. Two-factor authentication (MFA)

The system supports multi-factor authentication (MFA), which increases security by requiring an extra verification besides email and password.

Enable MFA:

1. Click on "Enable MFA"

2. Confirm the change – applies to all users on the account.

Important to keep in mind:

- Users must have a mobile number registered.

- Password reset happens via code sent to the mobile number.

- If the mobile number is missing, only an admin can add it manually to the user's profile.