How To Edit an Organization Profile?

Introduction

This article describes how to change information for an organization, from selecting the organization to editing various fields.

In this article:

• Editing the profile of an organization
• Organization statuses
• Editable fields
• Organization Activity History

Editing the profile of an organization

To start changing the details on the profile page of an organization, follow these steps:

1. Select an Organization by selecting its name from the top bar of the platform. 

2. To start editing the organization details, click on the arrow icon.

Organization's statuses

The organization can have one out of 3 statuses: 

• New - Organization has been created but it's not active yet. 
• Active - A customer, whose Organization has active status will be allowed to place orders.
• Blocked - A customer whose Organization has blocked status will not be able to access the platform.

Editable fields

An organization profile page contains multiple fields that you can edit.

1. Basic details
2. Segments
   Subscriptions - selecting subscriptions, will open a new tab that directs to the Subscription section. 
3. Users- selecting users,  will open a new tab that directs to the Users section.  
4. Log in options
5. Contacts -Edit icon (pencil), a pop-up window will appear on the right side of the page, edit and select the "Save" button.
6. Billing Contact - Edit icon (pencil), a pop-up window will appear on the right side of the page, edit and select the "Save" button.
7. Account manager - Edit icon (pencil), a pop-up window will appear on the right side of the page, edit and select the "Save" button.
8. Service desk - Edit icon (pencil), a pop-up window will appear on the right side of the page, edit and select the "Save" button.
9. Legal details -Edit icon (pencil), a pop-up window will appear on the right side of the page, edit and select the "Save" button.
10. Contracts
11. Payments
12. Preferred currency.
13. Balance payment history - will display current Balance of Customer:

Organization Activity History

The Activity History allows you to track changes done in such customer fields such as:

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

Thanks to this feature of the Activity History, it is easier for you to manage customer fields and changes that happen in them. Such changes are logged in the Activity History and can be reviewed later.

The history of activities related to a specific organization is visible in the History tab on the profile of a specific organization.

The same activities related to organizations are accessible under the Activity tab that you can access from the homepage of the platform.

The activities are visible when you choose organization in the dropdown menu under the Activity tab:

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.