Onboarding Organizations

Objective

After completing this lesson, you will be able to describe the onboarding process for a new organization, from Registration Request to fully active Organization.

Different Ways of Onboarding a New Organization

In SAP Customer Data Cloud, a new partner organization can be created by either the IT Admin or the partner organization’s Delegated Admin.

The IT Admin can manually add an organization entry in theOrganizations Workspace; in this case, the new organization is automatically approved by default.

On the other hand, a partner organization can either register itself through the Organization Registration Screen-Set or get on-boarded using the B2B account REST API. In those cases, the new organization must be approved by the IT Admin.

Diagram illustrating different ways of on-boarding a new partner organization: either the IT Admin manually adds the organization in Organizations Workspace, in which case the organization is automatically approved, or the partner self registers the organization using either the Organization Registration Screen-Set or the B2B account REST API. In this latter case, approval by the IT Admin is necessary.

Create an Organization Request using the Organization Registration Screen-set

In SAP Customer Data Cloud, the process of creating an organization request begins with the Organization Registration screen-set. This is the initial step in the self-registration flow intended to allow partner organizations to submit their details with the intention of becoming a trusted partner.

Screenshot of the Organization Registration Screen-Set, showing partner self-register company XYZ details and providing contact information. Another screenshot shows the confirmation displayed to indicate their request to register has been received by company ABC.

Key Steps and Details

  1. Access the Organization Registration Screen-Set: A representative of the third-party organization clicks the dedicated link on your company's site.
  2. Complete the Organization Registration Form: The representative completes a form capturing their company and contact details. This form is part of the OrganizationRegistration screen-set and is non-modifiable in terms of UI fields and schema mappings.
  3. Submission: Upon completion and submission of the Organization Registration form, a success screen is displayed, and both an organization and user profile registration requests are created.

Organization Onboarding Process

In the following video, we'll walk you through the process of handling registration requests from partner organizations that self-register in the SAP Customer Data Cloud. You'll learn how to navigate from the initial Registration Request to a fully activated Organization, ensuring compliance and seamless integration with all connected applications.

Create a New Organization Using the REST API

SAP Customer Data Cloud also allows for programmatically creating a new organization using the accounts.b2b.registerOrganization REST API. This method provides more flexibility and can be used to automate the onboarding process.

Use the accounts.b2b.registerOrganization REST API endpoint, along with the apiKey, organization and requester parameters to programmatically create a new organization request.

The required parameters to this API call are apiKey and organization. The apiKey parameter references a SAP Customer Data Cloud site which has the Organization Management features enabled, and the organization parameter encodes organization information such as name, address, and country as a JSON string. The optional requester parameter encodes the organization’s initial contact information such as name, email, phone, and department as a JSON string.

For more information about the accounts.b2b.registerOrganization API, please refer to the help documentation.

Approve/Decline Self-registered Partner Organization in the SAP Customer Data Cloud B2B Console

Once an organization registration request is made, an IT admin can review, edit, and either approve or decline the request in the SAP Customer Data Cloud B2B console. IT Admin approval is the final step before a new organization becomes a trusted partner.

Steps to Approve/Decline an Organization

  1. Log in to the SAP Customer Data Cloud Console and navigate to Organization Management: The administrator logs into the SAP Customer Data Cloud B2B console.
  2. Review Organization Registration Requests: View a list of pending registration requests on the Registration Requests tab of Organizations Workspace, and check the submitted details for accuracy and completeness.
  3. Approve or Decline: Click on each request to review the submitted details and choose to either approve or decline the request. When approving the request, you can edit the details and set up Delegated Admin privileges for the requester.
IT Admin reviews and approves or declines self-registered partner organization.

Identify Situations that Justify Suspending or Deleting an Organization

There will be instances where an organization may need to be suspended or deleted. Understanding these situations is critical for maintaining a secure and effective partner network.

Scenarios for Suspension or Deletion

  • Violation of Terms: The organization violates the terms of service or partnership agreement
  • Fraudulent Behavior: Suspicion or evidence of fraudulent activities by the organization
  • Inactive Status: The organization remains inactive for a prolonged period without valid reasons
  • Request from Organization: The organization requests termination of the partnership
Screenshot showing the IT Admin reviewing and then either suspending or deleting a registered partner organization.

Step-by-step Process of Suspending or Deleting an Organization

Once it's determined that an organization needs to be suspended or deleted, follow this step-by-step process to ensure it is done correctly within the SAP Customer Data Cloud.

Steps to Suspend or Delete

  1. Log in to the SAP Customer Data Cloud Console and navigate to Organization Management: The administrator logs into the SAP Customer Data Cloud B2B console.
  2. Search Organization: Locate the organization using the search functionality on the Organizations tab in Organizations Workspace.
  3. Select Action: Click on the target organization and choose either Suspend Organization or Delete Organization from the available options.
  4. Confirm Action: Verify the action and provide any necessary details (e.g. reason for suspension/deletion).
  5. Execute Action: Complete the process and ensure records are updated accordingly.
Screenshot showing the IT Admin confirming the suspension or deletion of a registered partner organization.

Log in to track your progress & complete quizzes

Learning

SAP FacebookSAP YoutubeSAP LinkedIn