View source for Account Management/Account Profiles/Account Profile Settings

= Account Profile Configuration = 
This page contains detailed instructions on how to create, configure and remove an account profile.

== Create an Account Profile ==

Nav: '''Admin > Settings > Account Profiles''' 

A list of existing account profiles will be shown.
# Click the '''Create New''' button. The ''New Account Profile'' page will appear.
# Uncheck the '''Set As Default Profile''' flag if this will not be the new default account profile.
# Enter the ''Name'' of the new account profile.
# Enter an optional ''Description''.
# Enter an optional ''Export reference''.
# Select the '''Account Invoice Template''' that will be used for customers in this account profile.
# If the trading terms will be different from the default provider setting, check the ''''override?'''' checkbox and enter an alternative number in the '''Trading Due Days''' field.
# If the credit limit on these accounts will be different from the default provider setting, check the ''''override?'''' checkbox and enter an alternative number in the '''Account Credit Limit''' field.
# If the unbilled credit limit on these accounts will be different from the default provider setting, check the ''''override?'''' checkbox and enter an alternative number in the '''Unbilled Credit limit''' field.
# Click the '''Save''' button.
# To cancel without saving, click the '''Back to Profile List''' button.

[[file: account-profile-config.png]]

== Edit an Account Profile ==

Nav: '''Admin > Settings > Account Profiles''' 

A list of existing account profiles will be shown.
# Click the account profile ''Name'' or ''Description'' in the list. The selected account profile will be displayed showing a list of accounts and the current profile the account is linked to.
# Edit the ''Name'' and ''Description'' of the account profile.
# Click the '''Save Profile Details''' button to save the changes.
# Click the '''Back to Profile List''' button to exit. 

== Delete an Account Profile ==
Only account profiles that have no accounts linked to them can be deleted.

<strong>Warning: Deleting an account profile will NOT automatically remove or clean up any event templates and mappings defined to that profile.  It is strongly recommended that you disable any events that are mapped to any account profile you intend to delete.</strong>

Nav: '''Admin > Settings > Account Profiles

# Drill down into the account profile that will be deleted. If there are no accounts linked to the profile, the '''Delete Profile''' button will be visible. If there are any accounts linked to the account profile, remove them froim the account profile first. 
# Click the '''Delete Profile''' button to delete the profile.

= Account Profile Sub Tabs (Other Information) =

== User Accounts ==

You can link a customer to an account profile from within the account profile, or at the customer-level.

=== Method 1: The Account Profiles Page === 

Nav: '''Admin > Settings > Account Profiles > User Accounts''' 

A list of accounts will be shown. This is ALL accounts, not the accounts that are linked to the account profile. To add the customer account to the account profile:

# Check the box '''Add to This Profile''' on the right-hand side of the account in the list. 
# The system will automatically add this account to the profile being viewed.

=== Method 2: The Customer Profiles === 

Nav: '''Customer > Customer List > Customer > Detail > Profile'''

# Click the '''Edit Account Profile''' button.
# Select the required account profile in the '''Name''' drop list.
# When you are finished, click the '''Save '''button.

== Mapped Pricing Books ==

You may map a price book to an account profile so that product pricing can be set for a specific group of customers.

Nav: '''Admin > Settings > Account Profiles

# Click on ''Edit'' next to the account profile you wish to modify.
# Click the ''Mapped Pricing Books'' tab.
# Click the '''Map Pricing Book''' button.
# Select the price book that will be used by accounts in this account profile.
# Click '''Submit'''

Upon saving successfully, the screen will refresh with the price book showing in the list on this page.

== Mapped Packages ==

You may restrict the packages a particular may be sold by mapping 1 or more packages to the account profile being viewed. <br/>
You will also need to enable the associated flag on the account profile.

Nav: '''Admin > Settings > Account Profiles

# Click on ''Edit'' next to the account profile you wish to modify.
# Click the ''Mapped Packages'' tab.
# Click the '''Add Package Plan''' button.
# Select the package that can be sold to accounts in this account profile. (''You may use the filters to narrow down the list'')
# Check the boxes on the right of those packages you want to map
# Click the '''Add to Account Profile''' button.

To remove a package mapping from an account profile

# Click the ''Mapped Packages'' tab
# Use the filters (''if necessary'') to target the appropriate packages you want to remove
# Check the boxes on the right of those packages you want to remove from being mapped to this profile
# Click the '''Remove from Mapping''' button (''and confirm'').

= See Also =
* [[Products/Pricing/Price_Books|Price Books]]