Organizations is simply a fancy word for Firm Accounts in Diagnostics. This is where we can locate firm accounts and the individual accounts that are linked to them. Here’s how…
- From the side menu, click Organizations (takes a while to load)
- Use the filter icon in the Name column to select Contains and enter a portion of the firm name that you’re looking for, click Apply.
- Select the firm account that matches the firm you’re looking for (sometimes there will be more than one).
What can this page tell us?
- Who is the firm administrator?
- Who is linked to the firm and are they active?
- What is the firm address?
What can we do on this page?
- Resend firm notifications
- Delete an organization
- Switch a firm admin (as shown below)