The Edit Organization screen (below) allows you to create and edit an organization.
Administrators should complete as much information as possible pertaining to an organization.
Note the following about specific features of the Edit Organization screen.
Note: Required fields are indicated on the screen
with an asterisk.
- Customer Number - The customer number is registered by a Wolters Kluwer Financial Services Administrator when the organization is first created.
- Licensed Products - This section allows you to associate specific licensed products with the organization.
- Default Contacts - This section allows you to indicate which individual or entity should be configured as default Authorizing Officer and Responsible Officer. These fields are populated only with contacts that have been shared with the organization. For information on sharing a contact with an organization, refer to Sharing a Contact with an Organization