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Avalara Help Center

How to resolve the error, "You need to set up a division / client hierarchy to continue"?

Overview

One of your users logs into CertCapture and sees the message below:

"You need to set up a division/client hierarchy to continue.

You have been redirected to your company admin panel"

Environment

Avalara CertCapture

Resolution

  • First make sure the user is Active
    • Account Settings > Manage Users
    • Find the user and press the View link
    • Under the Details tab, make sure Active is set to Yes
  • If the user is active, go to Account Settings > Manage Users
    • Find the user and press the Assign Companies link
    • Place a checkmark by the company you would like your user to have access to
    • Select a user role from the drop-down list
    • Press Update Company Assignments