Enterprise Management

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

Note: A Billing Plan must be created before an Enterprise can be added.

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

1. Click Add Enterprise.
2. Enter Enterprise Name.
3. Enter Legal Name.
4. Enter Domain Name.
5. Set Status.
6. Enter Description.
7. Click Next.

Step 2 – Module Selection

1. Select modules as per enterprise requirements.
2. Click Next.

Step 3 – Enterprise Admin Details

1. Enter First Name of the Admin User.
2. Enter Last Name.
3. Enter Work Email of the Enterprise Admin.
4. Click Next.

Step 4 – Summary & Confirm

1. Review the full configuration.
2. Click Create Enterprise to finalize.

The new enterprise record will appear in the Enterprise table.