Instructions for Organization Management
How to Manually Create a New Customer Organization?
Overview
This article describes how a new organization or customer can...
Modern organization view
Introduction
The Modern Organization View provides users with a compre...
How To Do Customer Organization Self-Registration in the Platform?
Customer organizations have the option to self-register on the platform...
How to Select an Organization?
To manage a customer/organization profile: Go to the Select Organization...
How To Activate an Organization?
As a Distributor Admin, Seller Admin, or Account Manager, you have the a...
How to Log-in to the Catalog on Behalf of the Customer?
In order to purchase products from the catalog, you must be logged in to...
How to Block and Unblock an Organization?
Introduction
This article is about how to manage the organization's stat...
How To Edit an Organization Profile?
Introduction
This article describes how to change information for an org...
How To Remove Customer Organization?
As a Distributor Admin or Seller Admin, you have the ability to delete d...
How To Edit Basic Details of the Organization?
To edit the organization’s details on behalf of the customer:
Log in us...
Vendor specific notifications
Introduction
This article provides an overview of the Vendor Specific No...
Synchronize Organization With Existing MS Tenant
If a customer’s Microsoft tenant domain already exists, it must be synch...
How To Add Segments Into Organization?
To edit the segments for a customer organization:
Log in on behalf of t...
How Preferred Currency Can Be Changed for the Organization?
Customers can select a preferred currency. In order to select currency a...
Custom Fields Description
Introduction
This article describes how Custom Properties, which are a...
Organization Level Login Options
There are multiple Identity Providers options a customer can use.One can...
What Is the Erp ID Column in Your Organizations List?
The ERP ID is a unique identifier for organizations within the seller's...
Why Do I Receive “Please Activate Your Organization” Error?
This article outlines the steps to take when a pop-up message stating "P...