Zephr User Guide

Add a Company Account

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To add a company account, complete the following steps:

  1. Select B2B from the main menu
  2. Select Companies & Accounts from the menu optionsThe Companies & Accounts screen displays, as illustrated below:

    Companies & Accounts

  3. Select the Add Account buttonThe Add Account screen displays, as illustrated below:

    Add Account

  4. Complete the Account Details section, as described in the Account Details topic
  5. Select the Restrict Account Sharing button

    The Restrict Account Sharing screen displays, as illustrated below:


    Complete this screen, as described in the Restrict Account Sharing For Company Accounts topic.

  6. Select the Premises Options buttonThe Premises Options screen displays, as illustrated below:

    Premises Options

    Complete this screen, as described in the Premises Options topic.

  7. Select the Membership Options buttonThe Membership Options screen displays, as illustrated below:

    Membership Options

    Complete this screen, as described in the Membership Options topic.

  8. Select the Product Grants buttonThe Product Grants screen displays, as illustrated below:

    Product Grants

    Complete this screen, as described in the Product Grants topic.

  9. Select the Account Branded Pages buttonThe Account Branded Pages screen displays, as illustrated below:

    Account Branded Pages

    Complete this screen, as described in the Account Branded Pages topic.

  10. Select the Save button to save your updates and return to the Companies & Account page