Searching for an Organization with the Search Feature

To search for an organization with the search feature:

  1. Navigate to the Browse Organizations Page
  2. In the Organization Name text field, enter the name of the company account you wish to find. You can also search for an organization by Tax ID or Vendor ID.

    The page shows a list of matching results as you begin typing. If the results include more than 100 organizations, you will need to apply additional filters.

  3. (Optional) Select Show Filters.

    Additional fields display in the dialog box.

  4. Enter additional search constraints, such as address or contact information.

    The list of results will narrow depending upon your additional search criteria.

  5. If the organization you intend to invite does not appear in the list of matching organizations, that organization does not yet have an account on the application. You can select the link provided in the table to invite a new organization.