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Avalara Help Center

Configure Your Company Hierarchy

This article applies to:Avalara CertCapture

A Company Hierarchy makes it easier to search for customers and compliance documents in CertCapture. Create companies for separate divisions, geographic locations, or subsidiaries of your business. Organize those companies into a Company Grouping to view information from several companies at once. Only Admin users can modify the Company Hierarchy.

After setting up your Company Hierarchy, use the groupings to run a search or report.

PLAY-BLUE-30px.png Build Your Company Hierarchy | Avalara CertCapture

Only Admin users can edit the Company Hierarchy.  

  1. Go to Settings > Account Settings > Account Details, and then click the Company Hierarchy tab.
  2. Click Add Company Grouping. Name it, and then click Add
  3. Next, click Add Company. Enter details about the Company, and then click Add
  4. Drag and drop a Company into a Company Grouping to organize your Company Hierarchy. Expand a Company Grouping to view the Companies it contains.

Use your company hierarchy

  1. From anywhere in CertCapture, click the Company drop-down to view your Company Groupings and the Companies within each.
  2. Click a Company or Company Grouping to view the corresponding dashboard. Certain functions, such as Requests or Customers pages, are only available when viewing a single Company.
  3. Use the toolbar to run a search or report specific to the Company or Company Grouping you're currently viewing.

Delete a company

Companies must be deleted from the Company Hierarchy menu. Deleting a company can't be undone, so don't delete a company unless it's no longer needed.

  1. Go to Settings > Account Settings > Account Details, and then click the Company Hierarchy tab.
  2. Locate the company and click Delete. Confirm deletion to remove that company.

 

 


 

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