Editing an Organization

Contents

• Overview
• Instructions
• Revision History

Overview

This topic contains instructions on how to edit an organization.

Instructions

To edit an organization, perform the following steps:

1. Click Organizations under the ADMIN space in the navigation menu.
   
   
   
   
2. Click the organization you want to edit from the list.
3. When the organization appears on the screen, click the icon on the upper right portion of the section you want to edit. You can edit the following sections: Organization General Details, Business Details, Contact Details, and Payment Details. In this example the Organization General Details section is selected for editing.
   
   
   Use the following table to help you edit the organization.
   
   

   Field Name	Action	Required	Value Description
   Under Organization General Details
   Name	Type the first name of the organization.	Mandatory	The value can contain characters (A-Z,a-z,0-9, space,special character !@#$%^&*-()") ‘space’ as first character will be illegal.
   Registration Number (DUNS)	Type the Legal Registration Number of the organization.	Optional
   Tax ID	Type the organization’s taxpayer identification.	Optional
   Industry	Choose the Industry to which the organization belongs from the drop-down list.	Mandatory	Broadcasters Cable @satellite TV Production Entertainment
   Country	Choose the Country from the drop-down list.	Mandatory
   Website	Type the organization Website.	Optional	Please enter a valid URL
   Under Business Details
   Customer Segment	Choose the target market from the drop-down list.	Optional	Consumer Enterprise SMB
   Product Categories	Choose the Product Categories from the drop-down list.	Optional	Cloud Services Commerce Connectivity Content Devises
   Partnership Roles	Choose the Partnership Role from the drop-down list.	Optional	Enabler Integrator Reseller Service Provider
   Under Contact Details
   Contact Person Name	Type the Contact first Name.	Optional	The value can contain characters (A-Z,a-z,0-9,space,special character !@#$%^&*-()") ‘space’ as first character will be illegal.
   Phone	Type the Phone number of the organization.	Optional
   Address 1	Type the Address.	Optional	The value can contain characters (A-Z,a-z,0-9,space,special character !@#$%^&*-()") ‘space’ as first character will be illegal.
   Address 2	Type the Address.	Optional	The value can contain characters (A-Z,a-z,0-9,space,special character !@#$%^&*-()") ‘space’ as first character will be illegal.
   City/Town	Type the City/Town.	Optional	The value can contain characters (A-Z,a-z,0-9,space,special character !@#$%^&*-()") ‘space’ as first character will be illegal.
   State/Province	Type the State/Province.	Optional
   Postal Code	Type the Postal Code.	Optional
   Under Payment Details
   Currency	Choose the Currency from the drop-down list.	Optional
   Account Name	Type the Account Name.	Optional	The value can contain characters (A-Z,a-z,0-9,space,special character !@#$%^&*-()") ‘space’ as first character will be illegal.
   SWIFT Code	Type the Bank Code.	Optional	The value can contain characters (A-Z,a-z,0-9,space,special character !@#$%^&*-()") ‘space’ as first character will be illegal.
   Account Number	Type the Account Number.	Optional	The value can contain characters (A-Z,a-z,0-9,space,special character !@#$%^&*-()") ‘space’ as first character will be illegal.
   Bank Name	Type the Bank Name.	Optional	The value can contain characters (A-Z,a-z,0-9,space,special character !@#$%^&*-()") ‘space’ as first character will be illegal.



4. Click Save when you have made your edits.
   
   

Revision History

Version	Description
2019.08	Initial release.
2019.12	Added Contents and Revision History sections.
2020.04	Updated the Field Table by adding the Enabler and Integrator partnership roles under the Value Description column.