How To Edit an Organization Profile?

Introduction

This article provides detailed instructions on how to modify an organization’s information within the platform. It covers the steps to access and edit an organization's profile, explains organization statuses, lists the editable fields, and describes how to view the activity history.

In this article:

• Editing the Profile of an Organization
• Organization Statuses
• Editable Fields
• Organization Activity History

Editing the Profile of an Organization

To begin editing an organization's profile, follow these steps:

1. Select an Organization by clicking on its name in the top navigation bar of the platform.

2. Click the arrow icon to open the organization profile and access the editable details.

Organization Statuses

Each organization can have one of the following statuses:

• New – The organization has been created but is not yet active.

• Active – The organization is active and its users can place orders.

• Blocked – The organization is blocked and its users cannot access the platform.

Editable Fields

The organization profile contains multiple editable sections.

Basic Details

1. Basic details
2. Subscriptions - Opens a new tab redirecting to the Subscriptions section.
3. Organization Id - internal organization identifier
4. Users- Opens a new tab redirecting to the Users section.
   

Contacts

1. Primary Contact - The main contact person for the organization.

2. Billing Contact - Defines a contact for billing and invoicing purposes and related notifications.

3. Account manager - This field is optional, allows to add specific person for organisation's account managment and as a recipient of related notifications.

4. Vendor manager - This field allows you to assign a person with an email address to receive notifications specific to a selected vendor. Each vendor can have a different Vendor Manager, so responsibilities can be distributed across individuals. For example, a Vendor Manager assigned to Microsoft will receive notifications only for Microsoft-related subscriptions and orders. Create New option allows to add new Vendor manager:

a. Select Vendor from the dropdown list.

b. Add email adress
c. Click Save

5. Service desk - Contact details for the organization’s service desk.

Legal Details

1. Contracts
2. Payments
3. Preferred currency.
4. Balance payment history - will display current Balance of Customer:

Organization Activity History

The Activity History allows users to track all changes made to an organization’s key fields. This includes:

• Legal address
• Primary contacts
• Account manager
• Billing contact
• Service desk
• Preferred currency
• Invite and login option
• Industry details
• Custom properties

These changes are logged in the History tab on the organization’s profile page.

You can also view organization-related activities under the Activity tab on the platform homepage. Use the dropdown menu to select the organization whose activity you want to review.

Visibility of Custom Properties

The tracking of custom properties changes in the Activity History is related to specific permission restrictions set on the custom property template level. For example, only Seller Admins can see certain properties that are not meant for other users for security and privacy reasons.

Summary

In this article, you have learned how to edit an organization's profile and update its status to New, Active, or Blocked. To make changes, simply click the pencil icon next to the item you wish to edit.

Additionally, you can easily navigate to the organization's Subscriptions or User Details using the linked tabs.

All modifications and activities related to an organization are tracked in both the History tab within the organization's profile and under the Activity tab, accessible from the homepage. This activity tracking feature ensures you are always informed of any updates or changes made to the organization's details.

Related content

• How to edit Basic Details of the Organization?
• Customer Prices: Price Configuration
• Payments on the Platform
• Contract Management
• Preferred Currencies
• How to log in to the Platform with different options?
• Organization synchronization with Microsoft Partner Center