Instructions for Organization Management
Modern Organization View
Introduction
The Modern Organization View provides users with a compre...
How to Log in on Behalf of the Customer
IntroductionThis article guides Sellers through the process of accessing...
How to manually create a new Customer Organization?
IntroductionThis article describes how a new Organization can be created...
How to select an Organization?
IntroductionThis article guides Account Managers through the process of ...
How to activate an new Organization?
Introduction
As a Distributor Admin, Seller Admin, or Account Manager,...
How to suspend and re-activate an Organization?
Introduction
This article explains how to manage an Organization's statu...
How To Edit an Organization Profile?
Introduction
This article provides detailed instructions on how to modif...
How to edit Basic Details of the Organization?
Introduction
This article guides you through the process of editing an O...
How to view and search organizations by ERP ID
IntroductionThis article guides Sellers on viewing and searching Organiz...
How to change preferred currency for an Organization
IntroductionThis article guides Customers through the process of changin...
Custom Fields Description
Introduction
This article describes how Custom Properties work in the P...
Transfer Organization
Introduction
This article guides Distributor Admins through the process ...
How to change identity providers on organization level
Introduction
This article guides you through the process of changing ide...
Why Do I Receive “Please Activate Your Organization” Error?
This article outlines the steps to take when a pop-up message stating "P...
How To Do Customer Organization Self-Registration in the Platform?
Customer organizations have the option to self-register on the platform...
Synchronize Organization With Existing MS Tenant
If a customer’s Microsoft tenant domain already exists, it must be synch...