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Business profiles and addresses

Manage operating entities, default currency, profile timezones, and reusable address records.

Last updated May 21, 2026

What this guide covers

Many businesses operate as one NidusCore business with one or more business profiles — separate brands, currencies, or legal entities under the same account.

Business profiles

Each profile includes:

  • Name — displayed in context switchers and on records tied to the profile
  • Default flag — one profile is the business default for new records
  • Currency code — default currency for estimates, POs, and accounting scoped to that profile
  • Timezone — optional override per profile
  • Linked address — optional primary address for the profile

Members can be assigned to specific profiles so they only work in permitted entities.

Addresses tab

The Addresses tab lists the addresses your business keeps for itself and assigns to business profiles.

The list shows addresses the business can assign to its profiles: addresses already used by a business profile, and addresses that are not tied to a client location or a vendor. Client-location and vendor addresses stay off this list.

When to add a second profile

Common reasons:

  • US and Canadian entities with different currencies
  • Separate brands under one operating team
  • Distinct accounting/reporting boundaries

New clients, projects, and estimates inherit the creator's active business profile unless explicitly changed.

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