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When you edit your organization profile, you can modify the following:
  • Account information, including the organization’s name
  • Business information, including countries of operation and associated industry categories
  • Primary contact and operational contact details, including phone number and email address
After you save your organization profile, it is visible to Resellers (Service Providers).
  1. Click your name in the navigation bar at the top of the page. The dropdown list appears.
  2. Select Organization Profile. The Organization Profile page appears with Account Information, Business Information, and Contact Information panes. Organization Profile Note: An icon appears next to your organization’s name, showing whether your organization is Pending Certification (integration tasks are in progress) or Certified (all integration tasks are completed). The Pending Certification icon is yellow and the Certified icon is green.
  3. Edit the organization fields in each section as needed. See the tables below for more details.
  4. When you’re done, click Save. Your organization profile is saved and visible.
Parent topic:Step 2: Technical Access and Setup in the Sandbox Environment (PDT)

Organization Field Details

Account Information

Business Information

Contact Information (Optional)

Primary Contact

Operational Contact