Enterprise Management

Manage multi-enterprise relationships and accounts. The Enterprise overview table displays all enterprise records with the following details:

Available actions per enterprise record:

• Edit – Modify enterprise details

• Delete – Remove enterprise record

• Switch – Switch context to that enterprise

• • Add Enterprise – Create a new enterprise

Process to Add a New Enterprise

Step 1 – Identity & Domain

Step 1 Click Add Enterprise.

Step 2 Enter Enterprise Name.

Step 3 Enter Legal Name.

Step 4 Enter Domain Name.

Step 5 Set Status.

Step 6 Enter Description.

Step 7 Click Next.

Step 2 – Module Selection

Step 1 Select modules as per enterprise requirements.

Step 2 Click Next.

Step 3 – Enterprise Admin Details

Step 1 Enter First Name of the Admin User.

Step 2 Enter Last Name.

Step 3 Enter Work Email of the Enterprise Admin.

Step 4 Click Next.

Step 4 – Summary & Confirm

Step 1 Review the full configuration.

Step 2 Click Create Enterprise to finalize.

The new enterprise record will appear in the Enterprise table.