Organization Details
When you click into an organization from the list view, you’re taken to its profile page. This page consolidates everything about that entity: identity, service areas, delivery rules, and key contacts. It’s broken into several tabs across the top: Organization Details, Member Facilities, Member Codes and Delivery, Contacts.
Organization Details Tab
This tab holds the core identity information for the organization. Here you’ll find:
- Organization Type – Defines the role: Member, Excavator, Contractor (or a combination).
- EIN – Optional Employer Identification Number, with a toggle to display it.
- Organization Name – The full legal or operational name.
- Moniker – A shorthand code or abbreviation used across the system.
- Company Email & Phone – Main communication details.
- Address, City, State, Country, ZIP – Physical location information.
These fields ensure the system recognizes and categorizes the organization correctly for ticket routing, facility management, and delivery configuration.
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