Details

The Details page provides a comprehensive overview of your customer organization profile, customer admin information, and billing details. This is your hub for reviewing and managing your organization’s account information.

Accessing the Details Page

To access the Details page, click “Details” in the main navigation menu.

Organization Header

The top section displays your organization’s key information:

• Organization Name: Name of your customer organization
• Status: Current status of your organization (e.g., “ACTIVE”)
• Location: Physical address and region of your organization

Organization Details

This section displays comprehensive information about your customer organization:

• Organization name: Full legal name of your organization
• Organization number: Unique identifier for your organization
• Legal form: Legal structure of your organization (e.g., “Mixed”)
• Digital address: Digital address for electronic communication
• Address: Street address of your organization
• Post number: Postal code
• Region: Geographic region
• Municipality: Municipality where your organization is located
• Country: Country of your organization
• Phone number: Contact phone number
• Website: Organization’s website URL
• Email: Organization’s general email address

Use the EDIT button in the top right corner to update your organization’s details. This opens a side panel with the same fields, where you can make changes and save them.

Customer Account Details

This section shows account-level information for your customer:

• Customer number: Identifier assigned to your customer account, or — when none has been set.

Customer Admin Details

This section displays information about the Customer admin user assigned to your organization:

• Avatar: Profile image or initials representing the customer admin
• Name: Full name of the customer admin user
• Role Badge: “CUSTOMER ADMIN” badge indicating the user’s role
• First name: First name of the customer admin
• Last name: Last name of the customer admin
• Email: Email address of the customer admin
• Language: Preferred interface language of the customer admin

Shared Accounts

This section appears only when shared billing accounts are enabled for your customer. Click MANAGE to open the shared accounts page, where you can review the accounts shared with you.

Billing Information

This section manages billing and invoicing details for your organization. When billing information has been added, it shows the digital address, address, post number, municipality, phone number, email, and responsible person. When nothing has been added yet, a note explains that the organization’s location information will be used for invoicing instead.

Managing Billing Information

1. Click the EDIT button in the top right corner of the Billing information card.
2. Update the billing address and related fields as needed.
3. Save your changes to use custom billing details for invoicing.

To clear custom billing details, click the REMOVE button (shown only when billing information exists). After removal, invoicing falls back to the organization’s location information.

Important Notes

The Details page is your central location for managing all customer organization account settings and information.