Learn about the fields and actions available on the Account page.
The Account page, located under Settings > Account, displays all information about your account.
On this page, you can view your account information including your account name and its logo and your account's marketplace identifier. The Account page also contains the following tabs:
General - Displays the additional data related to your account, such as your company website and description, support email address, and headquarters address.
Modules - Displays the modules that SoftwareOne has enabled for your account.
Details - Displays the date and time your account was created on the platform. If you made any changes to your account, for example, if you changed the address, the last updated date and time is also displayed.
Update your account's general information.
If you need to update and manage your account information, including the account name, company details, and address information, you can do so through the Account page.
Follow these steps to manage your details:
Navigate to the Account page (Settings > Account).
Click Edit. The Edit account page opens.
Change the General settings as necessary:
Logo - Update the logo for your account. You can upload an image by clicking Select file or by dragging the image into the field.
Client name - Update the name of your account. The account name is displayed in the top right and on other pages within the platform.
Change the Additional data settings as necessary:
Company website - Enter the URL for your company website.
Company description - Enter a description of your company.
Technical support email - Enter an email address for your technical support.
Change the Headquarters address settings as necessary:
Address line 1 - Enter the first line of your company address.
Address line 2 - Enter additional details or secondary address information.
City - Enter the city for your address.
State/region - Select the state or region for your address.
ZIP/postcode - Enter the zip or postal code for your address.
Country - Select the country for your address.
Click Save. A message is displayed stating that your account has been edited.
Learn about accounts and how to access the Account page.
An account enables a company or organization to sign in to the Marketplace Platform and access its modules. Each account contains users and you can organize those users into groups.
The following account types exist on the Marketplace Platform:
Client - Represents an entity that contains a collection of buyers and their related business dealings, such as agreements, orders, subscriptions, and licensees. All client accounts contain individuals or users.
Vendor - Represents an entity responsible for defining products and configuring those products with items and other related parameters. Vendors are responsible for supplying the necessary product information and attributes used in creating listings and establishing pricelists.
Account administrators can access the Account page by navigating to the main menu of the platform and selecting Settings > Account.
On the Account page, administrators can view and manage the account information, including the general account settings and company address information.