Office Management
Make Changes to Your Company
Tue, May 30, 2023 at 11:35 AM
The Company Admin can manage and edit all of their company information, except for email address changes. Contact Altalis for email address changes. Go to your company admin page:
Read MoreUpdate Your Company's Name or Website
Thu, Jun 11, 2020 at 3:16 PM
Note: You must have a corporate account and be an office admin to complete these steps. You can update your company’s name or website from the company admin page. Click Edit Company. When you’re finished, click Update below the form to save your changes.
Read MoreUpdate Your Company's Address or Contact Information
Thu, Jun 11, 2020 at 11:15 AM
Note: You must have a corporate account and be an office admin to complete these steps. Your company’s address(es) and other contact information are saved under the Offices section of the company admin page. To update this, visit your company admin page. Click the arrow next to the office n...
Read MoreOffices
Thu, Jun 11, 2020 at 4:09 PM
Offices in this context are used to separate different locations or departments within your company. If you are an office admin, you can see the offices for which you are an admin on the company admin page. Under the office name, you will see information for that office/department. Click...
Read MoreOffice Users
Tue, May 30, 2023 at 11:48 AM
A Corporate Account can have multiple offices and multiple users within each office. The Company Admin manages all office users via the company admin page, Office Users. This table lists all users assigned to an office and shows: their name the email address any phone numbers ...
Read MoreAdd User to Your Company
Mon, Jun 22, 2020 at 11:47 AM
Note: You must have a corporate account and be an office admin to complete these steps. Adding a user (or contractor) to your company allows them to see all of your company’s subscriptions (but does not necessarily allow them to download subscription data) and your order and download history. ...
Read MoreRemove Someone From Your Company
Mon, Dec 17, 2018 at 4:23 PM
Note: You must have a corporate account and be an office admin to complete these steps. Removing someone from an office will mean the user cannot make purchases on that office’s behalf. If a user is removed from all offices in the company, they will no longer be able to see the company purchase...
Read MoreAuthorize Office User to Purchase Data on Company’s Behalf
Tue, May 30, 2023 at 12:04 PM
All users pay by credit card, unless a Corporate Account has been approved by Altalis to pay by invoice. If a company has been approved for invoicing, the Company Admin can give an Office User the ability to pay by invoice. In the Office Users table, on the right side of the row, click the...
Read MoreAssign Administrator Privileges to an Office User
Tue, May 30, 2023 at 12:19 PM
Only an office admin can assign administrator privileges to another Office User. In the Office Users table, on the right side of the row, click the pencil icon. Click the checkbox Office Admin. Next, click Update at the bottom of the pop up. The Office Users table will refresh to sh...
Read MoreAdd Another Office/Department to Your Company
Mon, Dec 17, 2018 at 4:25 PM
Note: You must have a corporate account and be an office admin to complete these steps. On the company admin page click Add Another Office. Fill in the form. When you’re finished, click Save. You will be automatically added to this office as an Office Admin.
Read MoreRemove an Office/Department From Your Company
Mon, Dec 17, 2018 at 4:25 PM
Removing an office will not delete any users' accounts, but it will delete their association with your company, unless they are also part of another office. Note: You must have a corporate account and be an office admin to complete these steps. On the company admin page, click the arrow next t...
Read MoreRequire Each Invoice to Have a PO/Job Number or Special Instructions
Mon, Dec 17, 2018 at 4:26 PM
Note: You must have a corporate account and be an office admin to complete these steps. If your company needs to have a PO/job number and/or special instructions on each invoice, you can change settings on each office to require these fields when checking out. These will have to be filled out t...
Read MoreSend Invoices to Another Email When Someone in Your Company Makes a Purchase
Thu, Jun 11, 2020 at 3:48 PM
Note: You must have a corporate account and be an office admin to complete these steps. Invoices can be CC’d to another email address in three ways: On the payment page when checking out. Set an alternate email address on the office. Set an alternate email address on a specific office us...
Read MoreOrder Cost Limit
Tue, Dec 19, 2017 at 2:28 PM
If your company is approved to pay by invoice, there is a limit set on how much you may order per invoice. (This limit does not apply if you are sent a specific quote.)
Read MoreSet GST Exemption For Your Company
Tue, Dec 19, 2017 at 2:31 PM
If you or your company is GST exempt, please contact support to set this up. Please have your GST exemption number ready.
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