Instructions for Organization Management
How to do Customer organization self-registration in the platform?
There is a possibility for the customer organization to self-register on...
How to manually create a new Customer Organization?
This article describes how a new organization or customer can be created...
Organization level Login Options
There is an opportunity to change Identity Providers for an organization...
How to Select an Organization?
To manage a customer/organization profile: Go to the Select Organization...
How to Edit Organization profile?
This article describes how to change information for an organization.
1...
Synchronize Organization with existing MS Tenant
If MS tenant for the customer already exists, it will synchronize fro...
How to edit basic details of the organization?
Log in on behalf of the customer, then select the organization. Select ...
How can an Organization choose its preferred currency?
Customers can select a preferred currency. In order to select currency ...
How to add segments into Organization?
Log in on behalf of the customer, then select the organization. Select ...
What is the ERP ID column in your organizations list?
ERP Id - Is the unique number of organizations in the ERP System of the ...
How to activate organization?
As a Distributor admin, Seller Admin, and Account Manager, you can activ...
How do I block/unblock the organization?
As a Distributor admin, Seller Admin you can, temporarily block/unblock ...
How to remove customer organization?
As a Distributor admin, Seller Admin you can delete duplicate or churned...
Why do I receive "Please activate your organization" error?
This article describes the steps which are needed to be taken when a pop...