Reference information - Company Account

Edit on GitHub
You are browsing a previous version of the document. The latest version is 202009.0.

This article describes the information that you may need to know when working with the company account setup.


The following table describes the information that you see on the overview pages of the Company Account section.

Page Name Information
Overview of Company Users You see the user ID, the company name to which the user is assigned the user name, roles assigned to the user, company business unit to which the user is assigned, status of the user and the actions that you can perform (Edit, Disable, Delete, Attach to BU)
Overview of Company Business Units You see the autogenerated ID, your company name, business unit parent and the business unit name, address of headquarters business unit, IBAN and BIC, the list of actions that you can do (Edit, Delete).
Overview of Companies You see the company ID and name, either Active, or Inactive label, the company status (either Approved or Declined), and the actions you can perform (Edit, Activate/Deactivate, Approve/Deny).
Overview of Company Roles You see the role ID, the name of the company to which the role is assigned, role name, and the actions that you can perform (Edit, Delete).
Overview of Business Unit Addresses You see the company unit address ID, country, city, zip code, company name, address, number, addition to address, any labels if those are assigned and the actions that you can perform (Edit Company Unit Address).

Create/Edit Company User

The following table describes the attributes you see, select, or enter while creating or editing a company user.

Attribute Description
Email The email of the customer that is used for logging in to the online store. It is not available for modifications on the Edit page.
Salutation Formal salutation for the customer (Mr, Mrs, Ms, Dr).
First Name Customer first name.
Last Name Customer last name.
Gender Customer gender.
Date of birth Customer date of birth.
Company A drop-down list with the companies from the Company Account > Companies section. This selection defines the list of available business unit.
Business Unit Business unit to which the user is going to be assigned. The list of the available values depends on the selected company.
Assigned Roles The roles assigned to the customer.
Unassigned Roles The roles that you can select to be assigned to the customer.

Create/Edit Company Business Unit

The following table describes the attributes you see, select, or enter while creating or editing a company business unit.

Attribute Description
Company A drop-down list with the companies. On the Create page, all companies form the Companies section are available for selection. On the Edit page, the filed is a display only. The company selected during the business unit creation cannot be changed.
Parent The parent business unit. The values available for selection depend on the selected companies.
Name The name of the business unit you create.
IBAN The International Bank Account Number.
BIC The Bank Identifier Code.
Addresses This field is available on the Edit page. This is a multi-select list that includes the values from the Company Unit Addresses section but only those assigned to a company. Meaning the values available for selection are defined by the selected company.

Create/Edit Company Unit Address

The following table describes the attributes you see, select, or enter while creating or editing a company unit address.

Attribute Description
Company A drop-down list with the values from the Company Account > Company section.
Country A drop-down list with the countries available for selection.
City A text field where you enter the city name.
Zip Code A text field where you enter zip code value.
Street A text field where you enter the street name.
Number A text field where you enter the street number.
Addition to address A text field where you enter any additions to the address that you create.
Comment A text field where you enter any comment regarding the customer address.
Labels A multi-select field with the labels for selection.

Examples Company User Profile

Back Office: Company User Record Online Store: Company User Profile
Back Office: Company User Profile Online Store: Company User Profile

Company Roles

Back Office: Company Roles Online Store: Company Roles
Back Office: Company Role Online Store: Company Role

Company Users

Back Office: Company Users Online Store: Company Users
Back Office: Company User Online Store: Company User