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Edit a company account

Edit a company account to update its details, membership options, product grants, or account settings.

  1. Navigate to B2B > Companies & Accounts from the main menu. The Companies & Accounts screen displays.
  2. Locate the account you want to edit.
  3. Select the three dots at the end of the account row.
  4. Select Edit . The Edit Account screen displays. Alternatively, click the account name in the Account Name column to open the account.
  5. Update the details as required. For further information on the sections and their fields, see the following topics:
    • Account Details

    • Membership Options When editing the Membership options, you can also do the following:

      • Click Delete next to an IP address to remove it.

      • Click Delete next to an email domain to remove it.

      • Click the three dots next to a user, then click Delete to remove the user.

    • Product Grants When editing the Product Grants, you can revoke a grant by selecting the three dots at the end of the of the relevant row, then selecting Delete . If you revoke a product grant for an account, the product grant is revoked for all members of the account.

    • Account Branded Pages When editing the Account Branded Pages, you can do the following:

      • Deselect the Pages Activate toggle to stop using account-branded pages for the account. If you deselect the Pages Activate toggle, the Federated Authentication toggle is automatically deselected and your users can no longer use OpenID Connect to sign on.
      • Deselect the Federated Authentication toggle to stop using OpenID Connect on top of the OAuth 2.0 protocol
      • Remove a mapping between Zephr user attributes and OpenID Connect fields by selecting the three dots at the end of the relevant row, then selecting Delete
  6. Click Save .