Specify a reusable address for your organization and contacts
At the global level, when you create an institution (site) or a vendor (depot or lab), you must define a primary address for these organizations.
These addresses can then be re-used by other sponsor users to add sites, depots, or labs to their specific studies. At a minimum, an institution or a vendor must have a primary address. You can choose to create other types of addresses, such as a shipping address, a billing address, or an alternate address.
Note:
A primary address is mandatory and must be the first entered address.You must be assigned the Manage Contacts and Organizations
global role to define an address for contacts and organizations at the global
level.
After entering the information for your new contact or organization,
complete the following fields in the Addresses section:
Field | Description |
---|---|
Address Type | From the drop-down, select one of the following types
of addresses you would like to associate with this contact or
organization:
|
Address Line 1 | Enter the first line of the address you are adding, typically, the building street number, street name, and any additional unit number. |
Address Line 2 | Enter an optional or secondary address line that is associated. |
City | Enter the city that is associated with the contact or organization you're creating. |
Country | Select the country that is associated with the contact or organization you're creating. |
State | Select the state that is associated with the contact or organization you're creating. |
Postal / Zip Code | Enter the ZIP or postal code associated with the contact or organization primary address. |
Phone | Enter the phone number of the contact or organization you're creating. |
Alternative Phone | If needed, enter an alternative phone number of the contact or organization you're creating. |
Fax | If needed, enter the fax number associated with the contact or organization you're creating. This could be the contact or organization's fax number. |
Email Address | Enter the associated email address to the contact or organization you are creating. |
Parent topic: Create and manage institutions, vendors, and contacts