Organization Overview

Updated at November 14th, 2024

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Table of Contents

Overview Tab Create a New Organization Edit Organization Information, Billing Information & Buyer Tags Suspend / Delete Organization

Overview Tab

The Overview tab supports the ability to view and edit Organization Information, Billing Information, Buyer Tags, and the option to Suspend or Delete an organization.

Create a New Organization

While creating an organization, there are 2 types of account ownership for selection:

Ownership type
1. Customer: Service provider needs to request for remote access
  1. Customer has full control over the organization
  2. Billing information and owner details are required
  3. Owner Email will be used as billing email
2. Service Provider: Service provider has full control of that organization
  1. Owner detail is optional
  2. Billing information is optional

Go to Sales Hub
Click Overview
Click “+” icon
Input Organization & Owner details
Click Create

Edit Organization Information, Billing Information & Buyer Tags

Go to Sales Hub
Input the Organization Name or UUID in the search box
Select the Overview tab
Hover the mouse over the relevant section and click the edit icon
Update the information
Click Save

Suspend / Delete Organization

Go to Sales Hub
Input the Organization Name or UUID in the search box
Select the Overview tab
Go to Organization Status Control
Click Suspend to temporarily suspend the organization
Click Delete to permanently delete the organization

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