Create companies

📝 Note: This documentation page may refer to Manage > Marketplace in navigation steps. If the Manage option is not available in your navigation, click the grid icon on the top-left corner of your header and click Marketplace.

As Marketplace Manager, you can create more companies whose users interact with your marketplace, or who use applications on your marketplace.

📝 Note: This option is not available for marketplaces that use an external IdP.

When creating a new company, you must choose between two important access options:

• Company with login access—Creates a company whose first user has marketplace access and receives emails. Subsequent users can be added with, or without, login access and email notifications (see Add users to companies). The company is in a pending state until the first user activates their account.
• Company without login access—Creates a company in which users cannot log in and receive emails. The first and subsequent user accounts are enabled automatically, and they do not receive an account activation email. This feature enables you to create companies that have users for whom you can purchase products, but who can only access them directly through the product interface.

For both options, you can also enable or disable the ability to add or invite new users. This setting is enabled by default.

Resellers who create customer companies from the Reseller portal can use either the legacy page or the updated experience when it is enabled. See Create companies in the Reseller documentation.

Legacy company creation page

The legacy company creation page displays all fields on a single page. After you create a company, it appears in the table on the Companies page.

To create a company with login access (legacy)

1. Go to one of the following pages, depending on your role:
   • Manage > Marketplace > Dashboard > HOME | Companies. The Companies page opens.
   • Manage > Marketplace > Dashboard > HOME | Companies > New Lead or Purchase. The Purchase Setup page opens.
   • Manage > Marketplace > Dashboard > HOME | Users > New Lead or Purchase. The Purchase Setup page opens.
   • Manage > Network > Dashboard > Customers | Companies. The Companies page opens.
2. Click Create New Company. The Create New Company page opens.
3. Enter the company name.
4. (Optional) Select an industry.
5. (Optional) Select a company size.
6. Enter a company contact phone number.
7. Select Allow Login (default setting).
8. (Optional) Enable or disable Allow User Creation and Invitations. This setting is enabled by default. After you disable it, users can't add or invite new users to the company.
9. Leave the Company Access checkboxes clear. The new company can only access consumer features on the marketplace (purchases, upgrades, free trials, and so on). You can edit the company's access later if needed. For more information, see Define company access and default user roles.
10. (Optional) Click the Features toggle to enable On-Device Sales Automation (ODSA) for this company. This allows mobile applications to be provisioned from the marketplace to company members' iOS devices as described in Configure On-Device Sales Automation.
11. In the First User panel, enter the following information:

• First name.
• Last name.
• Email.
• Confirm email.
• Roles (roles supported for this company).

12. Click Create New Company. The following occurs:

• The new company is created and appears in the table on the Companies page with the status Pending.
• If the first user is new to the marketplace, a new user account is created, and the user receives an email request to activate the account. After the user activates the account, the company status on the Company Details page changes to Enabled. For more information, see View and manage company details.

📝 Note: The first user cannot be an existing marketplace user. You can, however, invite an existing marketplace user after the company is created. Once you invite an existing user, they receive an email request to join the company.

For more information about adding new users to this type of company, see Add users to companies.

To create a company without login access (legacy)

1. Go to one of the following pages, depending on your role:
   • Manage > Marketplace > Dashboard > HOME | Companies. The Companies page opens.
   • Manage > Network > Dashboard > Customers | Companies. The Companies page opens.
   • Manage > Marketplace > Dashboard > HOME | Companies > New Lead or Purchase. The Purchase Setup page opens.
   • Manage > Marketplace > Dashboard > HOME | Users > New Lead or Purchase. The Purchase Setup page opens.
2. Click Create New Company. The Create New Company page opens.
3. Enter the company name.
4. (Optional) Select an industry.
5. (Optional) Select a company size.
6. Enter a company contact phone number.
7. Clear the Allow Login toggle. The toggle is dimmed.
8. In the First User panel, enter the following information:
   • First name.
   • Last name.
   • Email.
   • Confirm email.
   • Roles (select the roles that are supported for this company).
9. Click Create New Company. The new company is created and appears in the table on the Companies page with the status Enabled. For more information, see View and manage company details.

Updated company creation experience (Early Availability)

❗ Important: The updated company creation experience is currently in Early Availability (EA) status. It is not enabled by default. When the new experience is enabled, the legacy company creation page will not be available. Contact your AppDirect technical representative to request it. For more information on feature status, see Product lifecycle phases.

When the updated company creation experience is enabled, company creation uses a two-step flow:

• Step 1: Company details—Enter basic company information and login settings.
• Step 2: Access and first user—Configure company access, enter first user details, and complete any configured custom attributes.

After you create a company using the updated experience, the platform redirects you to the newly created company's details page.

To create a company with login access (updated experience)

1. Go to one of the following pages, depending on your role:

   • Manage > Marketplace > Dashboard > HOME | Companies. The Companies page opens.
   • Manage > Marketplace > Dashboard > HOME | Companies > New Lead or Purchase. The Purchase Setup page opens.
   • Manage > Marketplace > Dashboard > HOME | Users > New Lead or Purchase. The Purchase Setup page opens.
   • Manage > Network > Dashboard > Customers | Companies. The Companies page opens.

2. Click Create or Create company. The company creation flow opens.

3. On Step 1: Company details, enter the following:

   • Company name
   • (Optional) Industry
   • (Optional) Company size
   • Company contact phone number
   • Allow Login (enabled by default)
   • (Optional) Allow User Creation and Invitations. This setting is enabled by default. After you disable it, users cannot add or invite new users to the company.
   • (Optional) Enable On-Device Sales Automation (ODSA) for this company. This allows mobile applications to be provisioned from the marketplace to company members' iOS devices. See Configure On-Device Sales Automation.
   • (Optional) Complete any company custom attributes that appear when custom attributes are configured for company creation. The custom attributes section is hidden when no custom attributes are configured.

4. Click Next to continue to Step 2: Access and first user.

5. On Step 2: Access and first user, do the following:

   • Leave the Company Access checkboxes clear so the new company can only access consumer features on the marketplace (purchases, upgrades, free trials, and so on). You can edit the company's access later if needed. For more information, see Define company access and default user roles.
   • Enter the first user's First name, Last name, Email, Confirm email, and Roles (roles supported for this company).
   • (Optional) Complete any additional custom attributes that appear on this step when configured.

6. Click Create company. The following occurs:

   • The new company is created with the status Pending.
   • You are redirected to the company details page for the new company.
   • If the first user is new to the marketplace, a new user account is created, and the user receives an email request to activate the account. After the user activates the account, the company status on the company details page changes to Enabled. For more information, see View and manage company details.

   📝 Note: The first user cannot be an existing marketplace user. You can, however, invite an existing marketplace user after the company is created. Once you invite an existing user, they receive an email request to join the company.

For more information about adding new users to this type of company, see Add users to companies.

To create a company without login access (updated experience)

1. Go to one of the following pages, depending on your role:
   • Manage > Marketplace > Dashboard > HOME | Companies. The Companies page opens.
   • Manage > Network > Dashboard > Customers | Companies. The Companies page opens.
   • Manage > Marketplace > Dashboard > HOME | Companies > New Lead or Purchase. The Purchase Setup page opens.
   • Manage > Marketplace > Dashboard > HOME | Users > New Lead or Purchase. The Purchase Setup page opens.
2. Click Create or Create company. The company creation flow opens.
3. On Step 1: Company details, enter the following:
   • Company name
   • Allow Login. This setting is enabled by default.
   • (Optional) Allow User Creation and Invitations. This setting is enabled by default. After you disable it, users cannot add or invite new users to the company.
   • (Optional) Select Additional Access from the drop down.
   • (Optional) Complete any company custom attributes that appear when custom attributes are configured for company creation.
4. Click Next to continue to Step 2: Access and first user.
5. On Step 2: Access and first user, enter the first user's First name, Last name, Email, Confirm email, and Roles (select the roles that are supported for this company).
6. Click Create company. The new company is created with the status Enabled, and you are redirected to the company details page. For more information, see View and manage company details.