{"id":13443,"date":"2026-09-23T10:39:23","date_gmt":"2026-09-23T08:39:23","guid":{"rendered":"https:\/\/usyncro.com\/?docs=invite-collaborators-add-favorites"},"modified":"2026-09-24T09:54:59","modified_gmt":"2026-09-24T07:54:59","password":"","slug":"invite-collaborators-add-favorites","status":"publish","type":"docs","link":"https:\/\/usyncro.com\/?docs=invite-collaborators-add-favorites","title":{"rendered":"Invite collaborators &#038; add favorites"},"content":{"rendered":"<p class=\"no-margin\"><b>Article content:<\/b><\/p>\n<ul>\n<li>\n<p class=\"no-margin\"><b><a href=\"#h_43048c2641\" target=\"_blank\" class=\"intercom-content-link\">Adding companies as favorites within the shipment<\/a><\/b><\/p>\n<ul>\n<li>\n<p class=\"no-margin\"><b><a href=\"#h_dde8bfc4bb\" target=\"_blank\" class=\"intercom-content-link\">Adding companies as favorites in the account<\/a><\/b><\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li>\n<p class=\"no-margin\"><b><a href=\"#h_5f45a258fd\" target=\"_blank\" class=\"intercom-content-link\">Complete information by selecting favorites<\/a><\/b><\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><b><a href=\"#h_82e932bcd7\" target=\"_blank\" class=\"intercom-content-link\">Invite companies to your shipment<\/a><\/b><\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><b><a href=\"#h_aebe76c512\" target=\"_blank\" class=\"intercom-content-link\">Accept Invitation<\/a><\/b><\/p>\n<\/li>\n<\/ul>\n<hr>\n<h1 id=\"h_43048c2641\">Adding companies as favorites within the shipment <\/h1>\n<p class=\"no-margin\">First log in to your account and click on \u00ab<b>New Record<\/b>\u00ab.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/usyncro.com\/wp-content\/uploads\/277_image.png\" width=\"1846\" height=\"772\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin\">Subsequently, select the template of the shipment to be managed to open it. <\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/usyncro.com\/wp-content\/uploads\/296_image.png\" width=\"1114\" height=\"751\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin\">Locate and click on one of the <b>boxes <\/b>in your shipment for which you want to enter the data of a company.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/usyncro.com\/wp-content\/uploads\/297_image.png\" width=\"1402\" height=\"772\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin\">Once inside, proceed to complete all the fields with the information of the company you want to save, which will act with the corresponding role for that box. Remember that in the field called \u00ab<b>Alias<\/b>,\u00bb you should enter the name by which to search for this favorite in the future.<\/p>\n<div class=\"intercom-interblocks-table-container\">\n<table role=\"presentation\" style=\"border: 1px solid #c6c9c0; border-radius: 6px; border-collapse: separate; border-spacing: 0;\">\n<tbody>\n<tr>\n<td style=\"background-color: #e8e8e880; padding: 8px;\">\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/usyncro.com\/wp-content\/uploads\/298_image.png\" width=\"1111\" height=\"781\" style=\"height: auto;\"><\/div>\n<\/td>\n<td style=\"background-color: #e8e8e880; border-left: 1px solid #c6c9c0; padding: 8px;\">\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/usyncro.com\/wp-content\/uploads\/299_image.png\" width=\"1108\" height=\"778\" style=\"height: auto;\"><\/div>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p class=\"no-margin\">Once all the company information is completed, scroll down to the bottom of the box.<\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">There, you will find a button called \u00ab<b>Save as Favorite<\/b>\u00ab. Click on it to save all the completed fields in the \u00ab<b>Favorites<\/b>\u00bb of your account.\u200bThere, you will find a button called \u00ab<b>Save as Favorite<\/b>\u00ab. Click on it to save all the completed fields in the \u00ab<b>Favorites<\/b>\u00bb of your account.\u200b<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/usyncro.com\/wp-content\/uploads\/300_image.png\" width=\"1108\" height=\"778\" style=\"height: auto;\"><\/div>\n<hr>\n<h2 id=\"h_dde8bfc4bb\">Adding companies as favorites in the account<\/h2>\n<p class=\"no-margin\">You will also be able to add favorites to your account from the main screen without having to access a shipment.<\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">To do this, click on the \u00ab<b>Heart<\/b>\u00bb on the left side of the screen.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/usyncro.com\/wp-content\/uploads\/301_image.png\" width=\"1900\" height=\"849\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin\">Once in the favorites section, you will see a list of all the favorites you have saved. To add a favorite, click on the \u00ab<b>New Favorite<\/b>\u00bb button.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/usyncro.com\/wp-content\/uploads\/302_image.png\" width=\"1846\" height=\"771\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin\">A window will open with all the necessary fields to save a new favorite. Proceed to fill in the information of the company you wish to add and click \u00ab<b>Save<\/b>\u00ab.<\/p>\n<div class=\"intercom-interblocks-table-container\">\n<table role=\"presentation\" style=\"border: 1px solid #c6c9c0; border-radius: 6px; border-collapse: separate; border-spacing: 0;\">\n<tbody>\n<tr>\n<td style=\"background-color: #e8e8e880; padding: 8px;\">\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/usyncro.com\/wp-content\/uploads\/303_image.png\" width=\"1115\" height=\"830\" style=\"height: auto;\"><\/div>\n<\/td>\n<td style=\"background-color: #e8e8e880; border-left: 1px solid #c6c9c0; padding: 8px;\">\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/usyncro.com\/wp-content\/uploads\/304_image.png\" width=\"1110\" height=\"826\" style=\"height: auto;\"><\/div>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p class=\"no-margin\">After saving, you will see the new favorite added to the table and you will be able to select it within your shipments to autocomplete the information.<\/p>\n<hr>\n<h1 id=\"h_5f45a258fd\">Complete information by selecting favorites<\/h1>\n<p class=\"no-margin\">To automatically fill in all the information of a company saved as a favorite in their respective fields, you will need to click on \u00ab<b>Search organization<\/b>\u00bb at the top.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/usyncro.com\/wp-content\/uploads\/305_image.png\" width=\"1108\" height=\"778\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin\">A dropdown will open with the different favorites previously saved. Enter the \u00ab<b>Alias<\/b>\u00bb of the favorite you need and select the company from the shipment. Subsequently, all the fields will be filled with the information of the selected company.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/usyncro.com\/wp-content\/uploads\/306_image.png\" width=\"1113\" height=\"782\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin\">Subsequently, all the fields will be completed with the information of the selected company. Click on \u00ab<b>Save<\/b>\u00bb to save the information registered in the box.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/usyncro.com\/wp-content\/uploads\/307_image.png\" width=\"1108\" height=\"778\" style=\"height: auto;\"><\/div>\n<hr>\n<h1 id=\"h_82e932bcd7\">Invite companies to your shipment<\/h1>\n<p class=\"no-margin\">When the shipment is created, proceed to invite all the actors involved To do this, click on their respective boxes.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/usyncro.com\/wp-content\/uploads\/297_image.png\" width=\"1402\" height=\"772\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin\">Click on the \u00ab<b>Invitations<\/b>\u00bb tab.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/usyncro.com\/wp-content\/uploads\/308_image.png\" width=\"1108\" height=\"778\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Subsequently, if the invited company is registered in <b>USYNCRO<\/b>, you will be able to click on the \u00ab<b>Invited Organization<\/b>\u00bb checkbox located to the right of the EORI to automatically invite the company.<\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">To enable the checkbox, you must first have correctly entered the EORI of the company you wish to invite. If the EORI does not match, you won&#8217;t be able to invite the company using this method (when completing the information with the favorite, the saved EORI will be automatically entered into this field).<\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Click \u00ab<b>Save<\/b>\u00bb to send the invitation.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/usyncro.com\/wp-content\/uploads\/309_image.png\" width=\"1114\" height=\"748\" style=\"height: auto;\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">If the company you wish to invite is not yet registered in <b>USYNCRO <\/b>or if you want to invite a specific member of the organization, you will need to scroll to the bottom of the window and click on \u00ab<b>Add Collaborator<\/b>\u00ab<\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Fields will be enabled for you to enter the name and email address of the person you want to invite. Click \u00ab<b>Save<\/b>\u00bb to send the invitation.<\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/usyncro.com\/wp-content\/uploads\/310_image.png\" width=\"1114\" height=\"748\" style=\"height: auto;\"><\/div>\n<hr>\n<h1 id=\"h_aebe76c512\">Accept Invitation<\/h1>\n<p class=\"no-margin\">\n<p class=\"no-margin\">The invited organization will receive an email with a link to access the record\/shipment in <b>USYNCRO<\/b>.<\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">They will need to click on \u00ab<b>View Record<\/b>\u00bb to access the shipment, and a new window will open, allowing the invitee to work according to the assigned permissions.<\/p>\n<div class=\"intercom-interblocks-table-container\">\n<table role=\"presentation\" style=\"border: 1px solid #c6c9c0; border-radius: 6px; border-collapse: separate; border-spacing: 0;\">\n<tbody>\n<tr>\n<td style=\"background-color: 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