Advanced Organizations View

Advanced organizations section gives full overview and instant access to the entire sales channel on a single page, including also creating new partners & customers.

Accessing Advanced Organizations View

Advanced organizations view can be found by:

  1. Opening Organizations section in the platform by navigating to 'Select Organizations'.
  2. Navigating to 'Advanced organizations view' switch as outlined below.

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Available organization information

List of all organizations across all platforms that the user can access will appear, and it can include vendor, distributor, seller and customer organizations:

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More details on the available columns:

  • Organizations status (filterable) - Status of the organization, it can be: Active, New, Blocked.
  • Organization name - Name of the organization, if clicked, the organizations details will open in a new page.
  • Organization type (filterable) - Options include: Vendor, Distributor, Seller, Customer.
  • External ID - ERP id of the organization.
  • Subscriptions - For customer organizations, number of subscriptions  that the organization has.
  • Country (filterable) - Country of the organization.
  • Industries (filterable) - Industries that the organization can purchase/sell, for example, Private Business, Education, Government, Nonprofit.
  • Tenant Name - Name of the Tenant will be displayed. 
  • Tenant ID- Name of the Tenant ID will be displayed. 

3. Create Customer - Will redirect you to the new page where you can create Customer organization manually. In more detail read this article

4. Choose columns - Allows selecting which columns to display.

 

Search, organization creation and other actions

There are multiple interactions that can be done with the data, and organization creation is more convenient.

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Search by Name, ID, or of the organizations.

Search by Tenant name or ID (for example, Microsoft tenant name or Adobe Id).

Create a new partner (seller organization), available if viewing the organizations section as a distributor.

Summary

The advanced view gives basic information for organizations that the user has access to, allows finding a specific organization easier, while also providing increased flexibility in creating and acting on behalf of organizations.

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