Add a Company Account

To add a company account, complete the following steps:

1. Navigate to B2B > Companies & Accounts from the menu options. 
2. Select the Add Account button. 
3. Complete the Account Details section, as described in the Account Details topic
4. Select the Premises Options button.
5. Complete this screen, as described in the Premises Options topic.
6. Select the Membership Options button.
7. Complete this screen, as described in the Membership Options topic.
8. Select the Users button.
9. Add users manually or in bulk using the Add Users option.
10. Select the Product Grants button.
11. Complete this screen, as described in the Product Grants topic.
12. Select the Account Branded Pages button.
13. Complete this screen, as described in the Account Branded Pages topic.
14. Select the Restrict Account Sharing button. You can limit account sharing and the number of active sessions allowed for an account. A session is created every time an end user logs in to your site, and is specific to the browser and device used to log in. Sessions last for one year, unless the end user logs out.
15. To complete the Restrict Account Sharing section, complete the following steps:
    • Select the number of sessions each user can use at one time from Set the number of sessions per user for this account.
    • Select what will happen when session limit is exceeded. Available options are Delete oldest sessions, Prevent login over session limit, and Default global behavior.
    • If required, update the message displayed to the end user when they exceed the session limit in the Login restricted message for this account text box. By default, this is pre-filled with “Device limit reached. Please log out from other devices”.
16. Select the Save button to save your updates and return to the Companies & Account page