We’ll be rolling out improvements to this area, and the workflows it includes, on October 12th. The improvements made to this section will reduce clicks by up to 50%. Want to see what’s coming? Switch on the “Early Access” toggle in the top right-hand corner of your dashboard to familiarize yourself with the upcoming changes. Click here to learn more.
This article provides steps on how to create an organizational address in Athennian!
Organizational addresses represent an entity that a person is acting on behalf of. For example, John Smith works for Athennian and represents them as an agent for another entity.
To create an organizational address, Navigate to the People section of the application, and search for the person record where the address is to be created. Click on Addresses > + New > Shared and scroll through the four sections to create the address.
The PROFILE TYPE is set to Entity.
Click on the + Add Profile box to select the entity and add Notes if needed.
The Address for the Entity will populate in the Address Sections. *
Multiple addresses may be added by clicking the + Add Address (currently not working) button again and repeating the previous steps.
If you click on the New button, you can create a new address if needed.
Click on Add type.
Add the Organization Role as Employer or Organization by clicking the drop-down menu and selecting the most relevant Role.
Add a Custom Title if needed, then select Add.
Once everything is confirmed accurate, click the blue Create button at the bottom right-hand corner of the box.