Organizations comes in several parts that make up the whole. An organization exists out of Entities, that each have various locations with addresses and each organization has users that have access to various locations from where they are allowed to request returns.
Requesting organization access
Customers can request access to your returns portal as an organization, provided the following Portal level parameters are enabled. “B2B login enabled”, “B2B creation enabled”. These two allow your customers to log in using organizations and to request the creation of new organizations.
Customers need to enter various pieces of information when requesting an organization. This information is then visible in the admin panel under Settings -> Portal Settings -> Organizations.
When a customer fills out information they are requested to provide their companies legal registration information (Tax number / chamber of commerce) as well as contact information and one (they can add more later) physical location with an address.
Approving / Rejected organization access
When a request is send in, the customer receives an email (if configured) that their request has been received. If approval is not enabled, the customer can then log in and start using the system. If the approval is enabled, the admin user with access to the panel will need to either approve or reject the organization access.
The admin has a dashboard with information on newly requested organizations (provided the user has access to that panel). On top the user can go to the Settings -> Portal Settings -> Organizations. page and view all organizations and their status there.
Organizations that are “pending” can either be approved (green button) or rejected (red button).
Once approved or rejected, the customer will receive an email with further information about their next possible action, such as logging in to create a request, or to appeal to rejection process.
The Admin user can view the organization informations details at all times on this page, including new entities or locations that the user is creating.
Managing Organization Customers as the Admin
While the customer, once they have been granted access, can manage their own users and their access to various locations and entities. The admin also has this control over an organization.
In the Users -> Customer page you can create users and assign them to an organization. This allows you to help customers if they cant figure something out, or if they’ve somehow made a mistake in various configurations.