Enterprise Management > Add Enterprise Accounts

The Add Enterprise Accounts screen allows you to assign specific customer accounts to the selected Enterprise.  This screen is divided into four sections.  The Enterprise Information section identifies the Enterprise with which you are working.  The Functions section gives you additional options for working with the Enterprise.  The Filters section allows you to enter criteria to limit the account list so that you will only see the accounts you want to see.  Finally, the Add Enterprise Accounts section displays the list of accounts you can associate with the selected Enterprise.

• Fields and buttons

  Enterprise Information Section
  Field	Description
  Enterprise ID	This field displays the unique, provider-maintained identifier for the Enterprise with which you are working.  This is the value the system uses to identify the Enterprise.
  Enterprise Name	This field displays the customer-maintained identifier for the Enterprise with which you are working.  You can edit this value on the Modify Enterprise Details screen.
  Functions Section
  Field	Description
  Enterprise Detail	This option takes you to the Modify Enterprise Details screen.  This screen allows you to rename the Enterprise, change the current status of the Enterprise, and/or turn user self-registration on and off.
  Manage Users	This option takes you to the Manage Users screen.  This screen allows you to remove users from the Enterprise.  This screen also gives you an option to create new users.
  Remove Accounts	This option takes you to the Remove Accounts  screen.  This screen allows you to remove the association between the selected Enterprise and one or more of the customer accounts assigned to it.
  Add Accounts	This option refreshes the screen.
  Filters Section
  Field	Description
  Enterprise ID	This field allows you to type the unique, provider-maintained identifier for the Enterprise with which the accounts you want to see are associated.
  Enterprise Name	This field allows you to type the customer-maintained identifier for the Enterprise with which the accounts you want to see are associated.
  DG QTA/DG	This drop-down list allows you to select the kind of Discount Group to which the accounts you want to see belong.
  Element ID	This field allows you to type the unique identifier of the service element associated with the account(s) you want to see listed.
  Account Type	This drop-down list allows you to select the kind of account you want to see listed.
  Account ID	This field allows you to type the unique, provider-maintained identifier for the account(s) you want to see listed.
  Account Name	This field allows you to type the customer-maintained identifier for the account(s) you want to see listed.
  	This button applies you filter to the account list.  When you click this button, the system refreshes you browser window, displaying only those accounts that match your criteria.
  Add Enterprise Accounts Section
  Field	Description
  field	This field allows you to type the path and filename of the file (Comma Separated Value [*.csv] or plain text [*.txt] only) containing your account list, if one exists.
  	Click this button to select the file (Comma Separated Value [*.csv] or plain text [*.txt] only) containing your account list, if one exists, by navigating to it and selecting it.
  	These checkboxes allow you to select the accounts you want to add to the selected Enterprise.   Note: When you select the checkbox in the list header, the system selects all the accounts listed on the screen.
  Element ID	This column displays the unique, provider-maintained identifier for each listed account.
  Element Name	This column displays the customer-maintained identifier for each listed account.
  Element Type	This column identifies the kind of account each item in the list is.
  Group ID	This column displays the unique identifier for the account group with which each listed account is associated, if applicable.
  Enterprise ID	This column displays the unique, provider-maintained identifier for the Enterprise with which each listed account is currently associated.
  	Click this button to add the selected account(s) to the Enterprise.

• Fields and buttons

  Enterprise Information Section
  Field	Description
  Enterprise ID	This field displays the unique, provider-maintained identifier for the Enterprise with which you are working.  This is the value the system uses to identify the Enterprise.
  Enterprise Name	This field displays the customer-maintained identifier for the Enterprise with which you are working.  You can edit this value on the Modify Enterprise Details screen.
  Functions Section
  Field	Description
  Enterprise Detail	This option takes you to the Modify Enterprise Details screen.  This screen allows you to rename the Enterprise, change the current status of the Enterprise, and/or turn user self-registration on and off.
  Manage Users	This option takes you to the Manage Users screen.  This screen allows you to remove users from the Enterprise.  This screen also gives you an option to create new users.
  Remove Accounts	This option takes you to the Remove Accounts  screen.  This screen allows you to remove the association between the selected Enterprise and one or more of the customer accounts assigned to it.
  Add Accounts	This option refreshes the screen.
  Filters Section
  Field	Description
  Enterprise ID	This field allows you to type the unique, provider-maintained identifier for the Enterprise with which the accounts you want to see are associated.
  Enterprise Name	This field allows you to type the customer-maintained identifier for the Enterprise with which the accounts you want to see are associated.
  DG	This drop-down list allows you to select the kind of Discount Group to which the accounts you want to see belong.
  Element ID	This field allows you to type the unique identifier of the service element associated with the account(s) you want to see listed.
  Account Type	This drop-down list allows you to select the kind of account you want to see listed.
  Account ID	This field allows you to type the unique, provider-maintained identifier for the account(s) you want to see listed.
  Account Name	This field allows you to type the customer-maintained identifier for the account(s) you want to see listed.
  	This button applies you filter to the account list.  When you click this button, the system refreshes you browser window, displaying only those accounts that match your criteria.
  Add Enterprise Accounts Section
  Field	Description
  field	This field allows you to type the path and filename of the file (Comma Separated Value [*.csv] or plain text [*.txt] only) containing your account list, if one exists.
  	Click this button to select the file (Comma Separated Value [*.csv] or plain text [*.txt] only) containing your account list, if one exists, by navigating to it and selecting it.
  	These checkboxes allow you to select the accounts you want to add to the selected Enterprise.   Note: When you select the checkbox in the list header, the system selects all the accounts listed on the screen.
  Element ID	This column displays the unique, provider-maintained identifier for each listed account.
  Element Name	This column displays the customer-maintained identifier for each listed account.
  Element Type	This column identifies the kind of account each item in the list is.
  Group ID	This column displays the unique identifier for the account group with which each listed account is associated, if applicable.
  Enterprise ID	This column displays the unique, provider-maintained identifier for the Enterprise with which each listed account is currently associated.
  	Click this button to add the selected account(s) to the Enterprise.

No tool icons are available on this screen.

You can perform the following tasks from this page:

No other tasks are associated with this screen.