Manage business-to-business (B2B) customers

The Organizations page shows all previously created organizations in a sortable, filterable table. To sort the organizations, click on the Organization name, Contact Email, or Status column headers. Use the Status drop-down menu to filter the organizations. The Search bar at the top allows you to find organizations by name. The Add Organization button at the top of the page allows you to create a new organization.

Organizations - home screen
Organizations - home screen

To add a new organization, click the Add Organization button at the top of the page. On the Add Organization page, use the Active drop-down menu to set the organization’s status to Active or Inactive and enter the organization's information in the fields below. At the bottom of the form, use the Tax Exempt drop-down menu to set the organization’s tax exempt status. When set to Yes, three new required fields appear: Tax ID, Tax Exempt Start Date, and Tax Exempt End Date.

When you’re finished creating the organization, click Save at the top of the page.

Organizations - adding an organization
Organizations - adding an organization

To edit an existing organization’s information, find and click on its name in the table on the main Organizations page.

The organization’s profile displays its current information divided into four tabs: Details, Addresses, Users, and Groups. Each tab has its own set of fields, information, and features:

  • Details: The organization’s basic information. Click Edit at the top of the page to make changes, and click Save when finished.

  • Addresses: All of the organization’s associated addresses. Click on Add Address to add a new address, or click on an existing address to edit it. Click save when finished.

  • Users: All of the users at the organization. Click on Add User to add a new user, or click on an existing user to edit their profile. Click save when finished.

  • Groups: All groups of users at the organization. Click on Add Group to add a new group, or click on an existing group to edit it. Click save when finished.

Organizations - editing an organization
Organizations - editing an organization

Last update: Oct 20, 2022

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