Create an Organizational Account

This article will show you how to create an account for an Organization. This type of account is useful because it allows internal staff members to make purchases on behalf of an organization.

Important Note:

Organizational accounts are for internal use only. Your customers will not be able to log in online to an organizational account.

Instructions

1. Click Setup New Account

2. Toggle to Organization for the Account Type

3. Fill in the information fields

   • Basics:

     • Account Type: Choose Organization

     • Organization Name: Enter your organization's name

     • Point of Contact: Enter the name of your organization's main point of contact

       • N/A: Choose a suffix for the name if needed (Jr, Sr, II, III, etc)

     • Organization Email: Enter your organization's email address

       Note: Other fields may appear differently due to your site's customization

   • Contact Info

     • Phone 1-3: Enter phone number, phone label, and carrier for up to 3 phone numbers

     • Email Preferences: Click Add Email to add another email

       Note: If you only want to add one email address, enter the email address in Basics.

     • Emergency Contacts: Add emergency contacts for the organization

       Note: If the Emergency Contacts Required organization option is enabled, you will be required to add the specified number of emergency contacts before saving.

   • Address

     • Address: Enter the organization's main address information (Street, City, State, ZIP, Country)

     • Residency Override: Choose to force users as residents, non-residents, or to have the user's address determine their residency status (default choice)

   • Account Settings

     • Username: Do not fill out this field

       Note: You cannot log in as an organization, so they do not functionally have a username.

     • Limited Public User: Limited Public Users come with limited functionality and will not be able to log in to their account until an email address is provided.

     • Deactivated User: Indicate if this is a deactivated account

4. Click Save New User

5. Add associated users to your organizational account