Zephr User Guide

Companies & Accounts

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You can manage multiple subscriptions with a single set of product grants. This can be useful, for example, when selling multiple subscriptions to a single company.

To view your companies and accounts, select B2B from the main menu, then select Companies & Accounts. Any accounts that you have already set up are listed, as illustrated below:

List of Companies & Accounts

You can search for an account by entering the name in the Search account by name text box.

In the Companies & Accounts screen, you can do the following:

  • Add an account

    When setting up the account, you can define the following:

    • The name of the company and account, the maximum number of seats, and whether the account can be oversubscribed; if oversubscription is allowed, you can also decide whether to receive an email alert on oversubscription. For further information on setting these details, see the Account Details topic
    • The methods that can be used to register with the account. The available methods include a registration code, whitelisted IP addresses, email domains, and manually adding users from the identity store. For further information on setting these details, see the Membership Options topic
    • The user acting as Account Manager. For further information on defining a user as Account Manager, see the Membership Options topic
    • Products to grant to members of the account, and the period for which to grant them. For further information on setting these details, see the Product Grants topic
    • The logo to use on account-branded pages, and whether to allow sign-in using OpenID Connect. For further information on setting these details, see the Account Branded Pages topic. For further information on creating account-branded pages, see the How to Create Account Branded Pages topic
  • Edit an account
  • Delete an account