Conga Product Documentation

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Manage Accounts

After signing in to the Partner Commerce application, you are redirected to the Home Page > Overview section where you can view the details of the selected account. You can also access it by a) clicking the menu () icon in the upper left corner of the page and then selecting My Account, and b) clicking the Account dropdown at the upper right corner of the page.

Note:
The following API with filter and other parameters is used to get the selected account's order and quote data.

Changing the Account

As a partner, you work with multiple customers and therefore multiple accounts. You can switch accounts using the Account dropdown available in the top navigation bar.
  1. From the top navigation bar, click the Account dropdown.

    You can see the Account name and other links to directly access the My Orders, My Quotes, My Carts, and My Favorites sections.

  2. Click the Account name or the Edit () icon. You can review the details of the currently selected account.
  3. Search and select the account to work on behalf of. You can also review the information for the selected account.
    Tip:

    To return to the previous screen, click Back.

  4. Click Update..

Updating Account Details

As and when required, you can modify the following details of the account:

  • User Information
    • First Name
    • Last Name
    • Email
    • User Name
    • Locale
  1. Navigate to the Overview section > click the Account Details link or navigate to the My Account Settings section.
  2. Click the Edit icon to modify the respective details.
  3. Enter the details and click Update.

    After you successfully verify the Captcha, the system sends an order request, and a success confirmation popup appears once the order is generated.