Configure Company Address Assignee Types

This recording demonstrates how to configure and use company address assignment types within Kodaris's operations portal. The process involves creating custom assignment type categories through the platform's settings configuration, then applying these types to improve organization and tracking. Users can define their own assignment type values (such as "sales rep" or "manager") and easily assign them to addresses through a simple dropdown.

What's Covered

• Access and configuring company address assignment type settings
• Add custom assignment type values through the settings portal
• Navigate to company addresses and applying assignment types
• Use the dropdown interface to select appropriate assignment types
• Manage multiple assignments per address with the ability to add or remove as needed
• Understand how assignment types display alongside assignee information