Edit preferences in Apple Business Essentials
In Apple Business Essentials, you can edit your settings and, depending on your role, specific organization preferences. To check whether you’re able to complete these tasks, see Role privileges.
Edit your user account
Complete this task to edit the email address and phone number associated with your user account.
In Apple Business Essentials, sign in with your account.
Select your name at the bottom of the sidebar, select Preferences
, then select My Profile 
.Select Manage to:
Change your email address
Add or change your phone number used for two-step verification
You’re taken to the Apple ID website.
Change the time zone and language
Complete this task to change the time zone and language for mail messages and PDFs sent to you from Apple Business Essentials.
In Apple Business Essentials, sign in with your account.
Select your name at the bottom of the sidebar, select Preferences
, then select Organization Settings 
.Select Edit next to Time Zone & Language to change your time zone.
Select Save.
Set tax status
The tax information (taxable or tax-exempt) that’s entered for your organization is used for both subscription and apps purchases, and can be set or changed by any user with the role of Administrator. If you change your tax status in the middle of a month, this will be reflected immediately for any new app purchases, and on your next subscription receipt. If you select tax-exempt, you must provide one of the following:
An Apple Customer Number (ACN)
A new certificate that you create using the Exemption Certificate Wizard
In Apple Business Essentials, sign in with a user that has the role of Administrator.
Select your name at the bottom of the sidebar, select Preferences
, then select Organization Settings .Select Submit Tax Information, select your tax status, then select Continue.
If you select Taxable, read the dialog, then select Done.
If you select Tax-Exempt, enter your ACN, select Continue, then select Done.
If you don’t have an ACN, select Exemption Certificate Wizard, select Submit Tax Exemption, then step through the Exemption Certificate Wizard. When you’re finished, select Done.
Enable Custom Apps
Custom Apps are apps developed to meet your organization’s specific business needs by you or a third-party developer. See Learn about Custom Apps.
In Apple Business Essentials, sign in with a user that has the role of Administrator.
Select your name at the bottom of the sidebar, select Preferences
, select Organization Settings , then select Enable below Custom Apps.Give your Organization ID (located in Organization Information
) to the app developer so they can add your organization to their approved list.You can now purchase any additional Custom Apps from the Custom Apps section. Custom Apps are deployed using either redemption codes or managed licenses and have the same management options as App Store apps.
Note: You may see any previous purchases if you migrated from Apple Deployment Programs (ADP) with an account that had already purchased any Custom Apps and also migrated your location to Apps.
View or save license agreements
Depending on your role and privileges, in each license agreement, you may be able to view the license name, the date the license was updated, the date the license was accepted, and the name of the user with the role of Administrator who accepted its terms and conditions.
In Apple Business Essentials, sign in with your account.
Select your name at the bottom of the sidebar, select Preferences
, select Organization Settings , then select View History under Terms and Conditions to view the current license agreements necessary to use Apple Business Essentials.If necessary, select each license agreement to view it or download it as a PDF, then select Close.
When you’re done viewing or saving the license agreements, select Done.
Manage data and privacy access
Managed Apple ID accounts can request a copy of their data, regardless of its location, through their Data & Privacy page, if enabled to do so by their organization in Apple Business Essentials. See Understand and control the personal information that you store with Apple.
In Apple Business Essentials, sign in with your account.
Select your name at the bottom of the sidebar, select Preferences
, then select Accounts 
.To enable data and privacy access, select Enable next to Data & Privacy Access, read the information, then select Enable.
To disable data and privacy access, select Disable next to Data & Privacy Access.
Manage document sharing
Depending on your role and privileges, you may be able to choose whom users can share photos and Pages, Numbers, and Keynote documents with. Users who have the sharing link may be able to view and edit, depending on how the document was shared. Your choices are:
Allow document sharing inside the organization: Users can share documents only with others users in your organization.
Allow document sharing inside and outside the organization: Users can share documents with anyone.
Recipients within an organization automatically accept shared files when initiated by any user that has a Managed Apple ID.
Organizations that have more than one instance of Apple Business Essentials must use “Allow document sharing” inside and outside the organization.
In Apple Business Essentials, sign in with your account.
Select your name at the bottom of the sidebar, select Preferences
, then select Accounts .Select Edit next to Sharing, then select one of the types of sharing:
Allow document sharing inside the organization
Allow document sharing inside and outside the organization
Specify whether shared documents are automatically accepted, then select Save.