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How To Edit an Organization Profile?

to open the organization profile and access the editable details. Organization Statuses Each organization can have one

Appxite January 23, 2019 08:21 0 comments

How to edit Basic Details of the Organization?

using the edit function. Edit general information Click on the Edit icon (pencil) next to the organization's profile

Appxite October 20, 2025 13:08 0 comments

How to select an Organization?

Access the Select Organization Page Create and Review Organizations Search and Filter Organizations Act on Behalf of

Appxite November 27, 2025 08:24 0 comments

Organization Custom fields

of a new Organization. For more information, see the document on Creating a New Organization. An Organization must be Approved

Appxite July 28, 2025 20:56 0 comments

Business Locations Settings

select 'Add Organization' button The newly added Organization will be displayed under the ' Organization ' section

Appxite August 22, 2025 13:49 0 comments

the Customer Primary contact of the Customer Organization. Organization Status Change Notification Triggers The Platform

Appxite September 23, 2025 10:30 0 comments

inputs: Organization Name Organization Reference # PSA Organization Name PSA Organization ID Organizations grid columns

Appxite May 21, 2026 09:36 0 comments

How to activate an new Organization?

Navigate to the Organization section To begin activating an Organization, navigate to the Organization section in the

Appxite October 08, 2025 08:25 0 comments 1

Release Notes 188

Activity History with Customer Organizations The Activity History now includes Organizations, enabling users to track changes

Appxite February 26, 2025 07:41 0 comments

Introduction This article guides Seller Admins in understanding the automatic notification system when a new End-Customer

Appxite September 23, 2025 11:13 0 comments

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