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.

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 (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.

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 enabled, it is available alongside the legacy company creation page. 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.
• Step 2: Access and first user—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 (updated experience)

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) 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 custom attributes that appear on this step 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.

For more information, see View companies and company details.