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Corporate covers organizations, locations, governing body and notification preferences. This is the structural record of your agency as a legal entity, distinct from the day-to-day settings in Organization settings.

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Who can use it

Organization Admins and Finance Managers.

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What lives here

Organizations and locations

Registered entities and physical locations.

Governing body

Board members, meetings, attendance, and notices.

Compliance and notifications

Annual governance checklists and notification preferences.

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Corporate versus Organization settings

The two are easy to confuse: See Organization settings for the operational side.

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Troubleshooting