How to Select an Organization?
To manage a customer/organization profile:
Go to the Select Organization Page. This option is only available for CSP Administrators and Account Managers.
On this page, a user can perform the following actions:
- Create a new organization.
-
Review the list of organizations.
a) Search by organization name.
b) Filter organizations by their Status, Country, etc. - The ERP ID will be displayed for the organization if available. In more detail read the article What is ERP ID column in organizations list?
-
Act on behalf of a selected organization (in Customer View) by clicking on the name of the organization;
- It is also possible to Edit the Organization profile.
-
Review the profile of an individual organization by clicking on "Profile" next to the name of
the organization. -
Customer View: Review subscriptions and contracts of a selected organization by clicking on the number of subscriptions or contracts of the selected organization respectively.
- More about Subscription Management.
- In more detail read the article Contract Management.
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Articles in this section
- How to Manually Create a New Customer Organization?
- How To Do Customer Organization Self-Registration in the Platform?
- How to Select an Organization?
- How To Activate an Organization?
- How to Log-in to the Catalog on Behalf of the Customer?
- How to Block and Unblock an Organization?
- How To Edit an Organization Profile?
- How To Edit Basic Details of the Organization?
- Synchronize Organization With Existing MS Tenant
- How To Add Segments Into Organization?
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