Managing company unit addresses

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This page describes the procedure of creating and managing company unit addresses. The address is created to be assigned to a company business unit.

To start working with company unit addresses, go to Company Account > Company Unit Addresses.


Creating a Company Unit Address

To create a company business unit:

  1. On the Overview of Business Unit Addresses page, click Create Company Unit Address in the top right corner.
  2. On the Create Company Unit Address page:
    • Select company and country from the respective drop-down lists (the company values are taken from the Company Account > Companies section).
    • Enter the City, Zip Code, and Street values to complete the address. Number, Addition to address, Comment, and Labels fields are optional. See Company Account: Reference Information to know more about the attributes you select and enter.
  3. Once done, click Save.

Editing Company Unit Address

To edit a company unit address:

  1. On the Overview of Business Unit Addresses page in the Actions column, click Edit Company Unit Address if you want to change address details such as the Company the address belongs to, Country, City, Zip Code, Street, Number of the building, Additional Information for the address, Comments, and Address labels.
  2. Once done, click Save.

Once the address is created, you can assign it to the business unit. To assign an address:

  1. Navigate to the Company Accounts > Company Units section.
  2. In the List of company business units page in the Actions column, click Edit for a business unit you want to update with an address.
  3. On the Edit Company Business Unit page, click in the Addresses field. You can select from one to many values. The list of values available for selection is limited to those addresses assigned to the company the same as the business unit is assigned to.
  4. Once done, click Save.

What’s next? To know more about the attributes you select and enter on the Create and Edit Company Unit Address pages, see Company Account: Reference Information. The next step in the company account setup is to created company roles and users. See the Managing Company Roles and Managing Company Users articles.