Edit a Company Account
To edit a company account, complete the following steps:
- Select B2B from the main menu
- Select Companies & Accounts from the menu options
The Companies & Accounts screen displays.
- Select the three dots at the end of the row for the account you want to edit
- Select Edit
The Edit Account screen displays.
Note: You can also select the name of the account from the Account Name column. You can search for an account by entering the name in the Search text box.
- Update the details as required. For further information on the sections and their fields, see the following topics:
- Account Details
- Membership Options
When editing the Membership Options, you can also do the following:
- Delete an IP address by selecting the Delete button at the end of the relevant row
- Delete an email domain by selecting the Delete button at the end of the relevant row
- Delete a user by selecting the three dots at the end of the relevant row, then selecting Delete
- Product Grants
When editing the Product Grants, you can revoke a grant by selecting the three dots at the end of the of the relevant row, then selecting Delete.
Note: If you revoke a product grant for an account, the product grant is revoked for all members of the account.
- Account Branded Pages
When editing the Account Branded Pages, you can do the following:
- Deselect the Pages Activate toggle to stop using account-branded pages for the account
Note: If you deselect the Pages Activate toggle, the Federated Authentication toggle is automatically deselected and your users can no longer use OpenID Connect to sign on.
- Deselect the Federated Authentication toggle to stop using OpenID Connect on top of the OAuth 2.0 protocol
- Remove a mapping between Zephr user attributes and OpenID Connect fields by selecting the three dots at the end of the relevant row, then selecting Delete
- Deselect the Pages Activate toggle to stop using account-branded pages for the account
- Select the Save button to save your changes and return to the Companies & Accounts screen