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:
  • Primary: Enter the main primary address that is associated with the contact or organization you're creating.
  • Billing: Enter the billing address associated with the contact or organization you are adding.

  • Shipping: Enter a shipping address to where you would like to receive your study's kits. A single shipping address can be associated for all kit types, or a different shipping address can be assigned for each kit type.

    Note: If no shipping address is specified, the primary address entered is used as the shipping address.

  • Alternate: Enter an optional or secondary address that is associated with the contact or organization you're creating.
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