Instructions for Organization Management

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