Create companies

Resellers can create a new user company (also known as a customer company), then sell to, or make purchases on behalf of, its members. When you create a new company, you invite its first user to join as the company's administrator.

Updated company creation experience

The updated company creation experience is Generally Available and enabled by default. It uses a two-step flow and replaces the legacy Create New Company dialog.

• Step 1: Company details—Enter company information and any configured custom attributes or channel-specific fields.
• Step 2: Access and first user—Enter first user details and complete any configured company or first-user custom attributes.

After you create a company, the platform redirects you to the newly created company's details page. This applies whether you create the company in the current marketplace or in another marketplace through cross-tenant creation.

Depending on your marketplace configuration and user role, Step 1 can also display conditional fields such as Marketplace selection, Billing ID, Billing Cycle Day, BAN Number, external identifier (with validation and auto-fill), mailing address, and Already a customer? (specific channel partners only).

To create a company

1. Go to one of the following pages:
   • Manage > Reseller > Home > Companies. The Companies page opens.
   • Manage > Reseller > Home > Users > New Lead or Purchase. The Purchase Setup page opens.
   • Manage > Reseller > Home > Companies > 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
   • (Optional) Marketplace selection—Select a target marketplace when your account manages multiple owned partner marketplaces. Use this option for cross-tenant company and user creation.
   • (Optional) Complete any conditional channel-specific fields that appear for your marketplace.
   • (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, enter the first user's First name, Last name, and Email address. The company's first user can be new to AppReseller, or can be a member of an existing company. This user becomes the new company's administrator, and can invite and manage the other users that join the company.
   • (Optional) Complete any additional company custom attributes that appear on this step when configured.
   • (Optional) Complete any first-user custom attributes that appear when configured.
6. Click Create company. The following events occur:
   • The new company is created, and you are redirected to the company details page.
   • The company does not have any of the following Company Access permissions (a Reseller Manager can assign these later if needed):
     • Developer Access
     • Marketplace Access
     • Reseller Access
   • If the first user is new to AppReseller, a new user account is created, and he or she receives an email request to activate the account.
   • If the first user is an existing AppReseller user, he or she receives an email request to join the new company.
   • All new users that join the company are assigned the User role. This basic role allows them to have a Reseller make purchases on their behalf.

Legacy company creation page

The following procedure describes the legacy Create New Company dialog. This dialog is not available when your marketplace uses the updated company creation experience.

To create a company (legacy)

1. Go to one of the following pages:
   • Manage > Reseller > Home > Companies. The Companies page opens.
   • Manage > Reseller > Home > Users > New Lead or Purchase. The Purchase Setup page opens.
   • Manage > Reseller > Home > Companies > New Lead or Purchase. The Purchase Setup page opens.
2. Click Create New Company. The Create New Company dialog appears.
3. Create a new company and its first user account as follows:
   1. Enter the company name.
   2. (Optional) Select a business size.
   3. (Optional) Enter a contact phone number.
   4. Enter the first user's first name, last name, and email address. The company's first user can be new to AppReseller, or can be a member of an existing company. This user becomes the new company's administrator, and can invite and manage the other users that join the company.
4. Click Create New Company. The following events occur:
   • The new company is created and appears in the table on the Companies page.
   • The company does not have any of the following Company Access permissions (a Reseller Manager can assign these later if needed):
     • Developer Access
     • Marketplace Access
     • Reseller Access
   • If the first user is new to AppReseller, a new user account is created, and he or she receives an email request to activate the account.
   • If the first user is an existing AppReseller user, he or she receives an email request to join the new company.
   • All new users that join the company are assigned the User role. This basic role allows them to have a Reseller make purchases on their behalf.

For more information, see View companies and company details.