How to edit Basic Details of the Organization?

Introduction

This article guides you through the process of editing an Organization's Basic Details on behalf of the customer. You'll learn how to access the Organization profile, modify general information, and save your changes. This task is typically performed by administrators who manage Customer accounts and need to update organizational information such as company name, contact details, or other general settings.

In this article:

• Edit general information
• Save your changes

To edit the Organization's details on behalf of the Customer, you need to access the Prganization profile through the Customer's account and make the necessary modifications using the edit function.

Edit general information

Click on the Edit icon (pencil) next to the organization's profile.

Once you select the pencil icon, a pop-up window will appear on the right side of the page, allowing you to add or edit the general information about the organization as needed.

The pop-up panel displays various fields where you can modify organizational details such as company name, VAT number, business type, segments, and other relevant information. Review and update the necessary fields according to your requirements.

Save your changes

After changing the necessary fields, press the Save button located at the bottom of the pop-up panel.

This will apply all modifications to the organization's profile and update the information in the system.

Summary

Editing an Organization's basic details is a straightforward process that involves logging in with Customer credentials, accessing the organization profile, clicking the edit icon to open the modification panel, making necessary changes to general information fields, and saving your updates. This functionality allows administrators to efficiently maintain accurate organizational information for their Customers.

Related content

• How to edit Organization Profile