View and manage company details

❗ Important: The v1 version of company listing and company details pages is deprecated and no longer available for new product integrations. Existing v1 integrations continue to work, but v1 is no longer available for new marketplaces, and enhancements will no longer be made to v1 company listing and details pages. Support for v1 will end when the product is retired (planned for May 26, 2022). See Product lifecycle phases for more information. If you see the New Lead or Purchase button on company listing and details pages, your marketplace currently uses v2 for company pages. Contact your AppDirect technical representative to have v2 enabled for your marketplace.

After you create a company, you can view details about it on the Company details page.

If your marketplace has V2 users enabled (for all marketplaces created after October 11, 2019) you can also create a new lead or purchase directly from the user details page.

The following procedures are applicable if your marketplace has V2 companies enabled. If V2 is not enabled, there are some differences in the user interface, and the New Lead or Purchase button is not visible on the page.

To view and manage company details

📝 Note: If the AppDirect logo appears in the upper-left corner of the page, when Manage > Marketplace appears in this topic, click the grid icon > Switch to | Store, instead.

1. Go to Manage > Marketplace > Dashboard > HOME | Companies and then click a row in the company list. The Company details page opens.

2. View the following information and options:

   • Name—The company name.
   • Status—Displays one of the following company statuses:
     • Pending—This status can only appear if the company was created with login access (See Create companies). The company status is pending until the first user activates their account. Additional users can be added to this company with, or without, login access and the ability to receive email notifications.
     • Enabled —The company is enabled. This status can only appear if the company was created with login access. The first user has login access and has activated their account. Additional users can be added to this company with or without login access and the ability to receive email notifications.
     • Enabled (without login)—This company account was activated without login and email notification support. Users who are added to this company cannot log in and cannot receive email notifications.
     • Disabled—Access to all users is disabled. Access can be re-enabled. For more information, see Disable companies.
   • Manage company—To manage the company, click the Manage Company dropdown list, then select one of the following options:
     • Disable Company—See Disable companies.
     • Link to Reseller—See Link companies to reseller companies.
     • Add Users—See Add users to companies.
   • New Lead or Purchase—To create a new lead or make a purchase, click Create New Lead or Purchase. The Purchase setup page opens. For detailed steps, see Create opportunities.
   • Highlights—Summary of free trials, expired free trials, purchased products, suspended products, unpaid invoices, and total spent.
   • Summary—Displays the following information:
     • Name—The company name.
     • ID—Unique identifier of the company on the marketplace.
     • Created—Date the company was created.
     • Website and Email domain verification—Displays the status of the email domain verification, which can be unverified or verified. The company email domain is determined by the email domain of the user who creates the company. Until you verify the email domain, the status is unverified. For more information, see Verify email domains.
     • Mailing and billing address—Displays the mailing address and the billing address.
     • Custom attributes—Displays the custom attributes for the company.

3. To edit company information:

   1. Click Edit in company information section and edit the information in the fields in the Name, Contact information, About, and Custom Attributes sections. Alternatively, you can click Add Info to the Contact or About sections if they do not contain any information.
   2. Click Always show beside the section you want to always display in the Company Details page. When this is not enabled, you have to expand the Contact and About sections to view the information by clicking Show more.
   3. Click Save.

4. Open any of the tabs to display additional details about the company and to manage company settings, as follows:

   • Users—List of users, with each user's status, name and role for Billing Admins and Company Admins, email address, and the number of applications. It also displays users who have been synced from Developer partners (users who are not yet full users on the marketplace and do not have accounts), and Groups (user groups that were created for the company).
   • Billing—Orders, invoices and payments created in the company, and opportunities created for the company to purchase products. For more informtaion, see Opportunities.
   • Activities—List of company activities, for example, product purchases, users assigned to applications, and so on.
   • Settings—You can manage the following settings in this tab:
     • Billing settings—Set invoice payment terms and tax exemption.
     • Company settings—You can enable or disable the following settings:
       • Import apps—When enabled, Company Administrators will be able to import applications for their company.
       • On-device sales automation—Company admin will be able to install iOS applications on Apple Devices. For more information, see Enable On-Device Sales Automation.
       • Allow user creation and invitations—Enables the ability to add or invite users to the company.
       • Two-factor authorization—Company admin will require two-factor authentication for users in their company when logging into the marketplace. For more information, see Enable two-factor authentication .
       • Company access—Defines enabled roles and the default user role.
   • Reseller companies—List of reseller companies that are linked to the company.
   • Assisted sales—Orders and opportunities that the reseller company created. For more information, see Opportunities. (Only appears for reseller companies when Marketplace Managers and Reseller Managers view them.)
   • Tenants—Lists domains, with each domain's name and status. When GDAP is enabled on your marketplace, you can:
     • Create a GDAP relationship request
     • View existing GDAP relationship information
     • Send a pending GDAP relationship request reminder
   • Payment method—Only appears if the payment method is set at the company level. If the payment tab appears on this page, all users in the company must make payments using the payment method configured here. If the payment method does not appear on this page, users can set their payment method on the payment tab on the user details page. For more information, see View user details.

5. The Internal Notes text box displays notes about the company. The notes are viewable to only Marketplace Managers and Sales Support Representatives with the proper role permission. Marketplace Managers and Sales Support Representatives can create an internal note about a company.

   To create an internal note

   1. Go to Manage > Marketplace > Dashboard > Home | Companies > company.
   2. In the Internal Notes text box, click Edit.
   3. Add your note text.
   4. To view a cheat sheet to format the text, click Show markdown cheat sheet underneath the text box.
   5. To view your note before saving, click Preview.
   6. Click Save