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Add a Company Account

Zuora

Add a Company Account

To add a company account, complete the following steps:

  1. Select B2B from the main menu
  2. Select Companies & Accounts from the menu options. The Companies & Accounts screen displays, as illustrated below:

    CompAcc.jpg

  3. Select the Add Account button. The Add Account screen displays, as illustrated below:

    CompAcc_Add.jpg

  4. Complete the Account Details section, as described in the Account Details topic
  5. Select the Restrict Account Sharing button

    The Restrict Account Sharing screen displays, as illustrated below:

    Restrict_account_sharing_company_jan17-768x317.png
    Complete this screen, as described in the Restrict Account Sharing For Company Accounts topic.

  6. Select the Premises Options button. The Premises Options screen displays, as illustrated below:

    Premises_Options.jpg

    Complete this screen, as described in the Premises Options topic.

  7. Select the Membership Options button. The Membership Options screen displays, as illustrated below:

    Membership_Options.jpg

    Complete this screen, as described in the Membership Options topic.

  8. Select the Product Grants buttonThe Product Grants screen displays, as illustrated below:

    Product_Grants.jpg

    Complete this screen, as described in the Product Grants topic.

  9. Select the Account Branded Pages button. The Account Branded Pages screen displays, as illustrated below:

    AccountBranded_Pages.jpg

    Complete this screen, as described in the Account Branded Pages topic.

  10. Select the Save button to save your updates and return to the Companies & Account page