Editing a Shipping Address

NOTE: Refer to Shipping Address Access for an overview of default and assigned address access.

Select Records Management | Administration | Manage Addresses. The Manage Addresses screen opens.
Click the Choose Customer dropdown and select the customer. Existing addresses that belong to this customer display on screen.

NOTE: Users who have the proper permission and are editing a shipping address from within an order, begin at step 3.

Select Edit/Edit Address Details from the Action dropdown to the right of the address you wish to edit.
The shipping address displays with the Address tab in front.
Edit shipping address details. The following fields are updatable:
- Address Line 2
- Address Line 3
- Floor
- Contact Name
- Contact Phone Number
- Contact Email
- Status

Click the User tab to edit the users assigned to the address.

NOTE: Standard users do not automatically get access to EXISTING shipping addresses. To provide access, you must edit the address and manually grant user access to it.

NOTE: Filter to quickly search and find a user assigned to the shipping address. Enter a keyword from the address in one or more of the column filter fields, then click Filter. Addresses that match your criteria display.

NOTE: Addresses updated to an Inactive Status are not able to be assigned to New Users.

Click the checkbox to the left of the username to assign and unassign individual users.
Use the Assign All Users and Unassign All Users links or the checkbox at the top of the list to update the list in bulk without having to individually select users.

Click Save to save your changes and return to the Manage Address screen.