Managing the Distributor Account

Open Distributor from the main navigation to view the distributor organization.

View distributor information

The distributor detail screen contains company registration information, API client information, user accounts, profile details, and a change log. Use the section selector, where available, to move between these areas.

Edit company information

  1. Open Distributor.
  2. Select Edit Info.
  3. Update the required company, contact, address, registration, or industry information.
  4. Select Apply Changes.

Review registration identifiers carefully before saving.

Invite a distributor user

  1. Open Distributor.
  2. Select Invite Distributor User.
  3. Enter the user's login name.
  4. Select Send Invitation.

The invited user must complete email verification before signing in.

Edit or unregister a distributor user

  1. Select the user from the distributor's user account list.
  2. Update the user's full name, login name, user type, password, or active status as required.
  3. Select Apply Changes.

Use Unregister User only when the user should no longer have access.

Generate or replace an OAuth2 API credential

  1. Open Distributor.
  2. Find the API Client section.
  3. Select Generate OAuth2 API Credential.
  4. Read the confirmation message carefully.
  5. Confirm the action only when the distributor integration is ready to receive a replacement credential.
  6. Transfer the displayed client information to the authorized integration personnel using an approved secure method.

This action regenerates the distributor credential. The previous client credential is removed and can no longer be used. Any system using it must be updated and tested with the new client ID and client secret.

Client IDs and client secrets grant system access. Do not place them in documentation, screenshots, email, support tickets, or other unsecured locations.

Review changes

Use the Change Log section to review recorded changes to the distributor profile.