How to activate an new Organization?

Introduction

As a Distributor Admin, Seller Admin, or Account Manager, you can activate newly created Organizations once their profiles have been reviewed and verified. This article guides you through the activation process, enabling Customers to place orders after approval.

In this article:

• Navigate to the Organization section
• Review and approve the organization
• Complete the activation
• Approve Customer API

Navigate to the Organization section

To begin activating an Organization, navigate to the Organization section in the Platform. This is where all organization profiles are managed and reviewed.

Select the relevant organization profile from the list and click Profile.

The organization profile will open in a new window, displaying all relevant details including status, basic information, and contact details.

Review and approve the organization

Once the organization profile opens, review the information to ensure accuracy. The profile displays:

• Status - Current state of the Organization (New, Active, or Blocked)
• Basic details - Name, segment, subscriptions, and users
  
• Contacts - Primary contact information including name, role, and phone number
  

After verifying the profile information, click the Approve button located in the upper right section of the profile window.

Complete the activation

Once you select the Approve button, the Organization will be activated immediately. The status will change from "New" to "Active," indicated by a green header bar in the profile.

After activation, the Customer will be able to complete purchases and place orders through the Platform. The activated Organization will have full access to available products and services configured for their Customer Segment.

Approve Customer API

A new Customer Organization can be approved also by using Platfrom API: PUT Approve a Customer API

API Request URL:
PUT https://api.appxite.com/customers/{customerId}/approve

Required parameter: customerId

CustomerId is a unique customer identifier that you can retrieve by using “List All Customers” API

You can only approve customers in a status “New”.
If you will use “Approve a customer” API on a customer that is in a “Blocked” or “Rejected” status you will get the following return: “Cannot activate the customer organization in its current status.”

Summary

Activating an Organization is a straightforward process requiring navigation to the Organization section, selection of the profile, and clicking the Approve button. Once approved, Customers can immediately begin placing orders and accessing services. This activation workflow ensures proper verification before granting Organizations full access to the Platform.

Related content

• Modern Organization view
• How to manually create a new Organization?
• Organization Custom fields
• PUT Approve a Customer API