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How to edit Basic Details of the Organization?

editing an Organization's Basic Details on behalf of the customer. You'll learn how to access the Organization profile, modify

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

How To Edit an Organization Profile?

Editing the Profile of an Organization Organization Statuses Editable Fields Organization Activity History Editing

Appxite January 23, 2019 08:21 0 comments

Modern Organization View

Transferring Organization Inviting Partners Enabling Modern Organization View To enable the Modern Organization View:

Appxite June 17, 2025 11:27 0 comments

notification when: A new Organization has been created in the system The Organization status is "pending approval"

Appxite September 22, 2025 14:11 0 comments

Organization Custom fields

and edit organization-specific information. Create New Organization Page When creating a new organization, custom fields

Appxite July 28, 2025 20:56 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

Transfer Organization

Validation Conditions Organization Status We allow: Organizations with New status Organizations with Active status

Appxite August 06, 2025 11:25 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

How to suspend and re-activate an Organization?

the Organization and initiating transactions. To suspend an Organization: 1. Navigate to the Organization section

Appxite April 02, 2020 10:06 0 comments 1

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