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Manage companies in CertCapture

This article applies to:CertCapture

Learn how to manage companies 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.

Steps

  1. Add a company.
    Create companies in CertCapture for separate divisions, geographic locations, or subsidiaries of your business.
  2. Manage your company details and settings.
    Review and edit basic company information such as the address and contact information, and adjust your company settings.
  3. Create a company grouping.
    If you have work with a multi-company organization including some subsidiaries, create a company grouping so that you can easily assign users to the parent company and its subsidiaries.
  4. Delete a company.
    If you have created a company in error, delete the company from your CertCapture account.
     
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