538 results for "new organization"
How to activate an new Organization?
Navigate to the Organization section To begin activating an Organization, navigate to the Organization section in the
Organization Notifications - Organizations - new organization signed up / NewOrganizationRegistered
the new client registration promptly. Summary The Platform automatically notifies Seller Primary contacts when new End-Customer
How to manually create a new Customer Organization?
Microsoft Tenant later Select Organization page Navigate to the Select Organization page Click +Invite customer in order
Organization Notifications - Organizations - New Tenant created / NewTenantCreated
explains the automatic notification system that triggers when a new Microsoft tenant is created in the platform. It covers who
How to select an Organization?
Access the Select Organization Page Create and Review Organizations Search and Filter Organizations Act on Behalf of
Modern Organization View
Transferring Organization Inviting Partners Enabling Modern Organization View To enable the Modern Organization View:
Organization Custom fields
platform. To create Organization Custom Fields: Navigate to Settings → Custom Fields Click +Add new Configure
Synchronize Organization With Existing MS Tenant
customer organization already has a Microsoft tenant, do not manually create or self-register a new organization in the platform
Organization Notifications - Organizations - Customer approval pending / CustomerPendingApproval
an Organization was created and requires approval View Profile button (formatted in red) to access organization details
How to suspend and re-activate an Organization?
the Organization and initiating transactions. To suspend an Organization: 1. Navigate to the Organization section