Accounts/Account Attributes - Revision history

Scarpenter at 00:24, 21 February 2018

2018-02-21T00:24:54Z

Scarpenter at 07:15, 16 June 2016

2016-06-16T07:15:45Z

Scarpenter: Created page with "= Overview = Account attributes are part of the framework and architecture of the Emersion system. They are used for a variety of purposes including, but not limited to: * c..."

2016-06-16T06:55:08Z

Created page with "= Overview = Account attributes are part of the framework and architecture of the Emersion system. They are used for a variety of purposes including, but not limited to: * c..."

New page

= Overview =

Account attributes are part of the framework and architecture of the Emersion system. They are used for a variety of purposes including, but not limited to:

* controlling both optional and mandatory 'default settings' for a service provider's account. For example;
** Account Billing Day - Defines monthly or anniversary billing cycles for your customers.
** Trading Due Days - defines how many days after the invoice is issued it becomes due.
** Paper Invoice fee - Applies a $fee to the customer's invoice should the customers choose to receive a paper-based invoice.
** Cumulus user suffix - This is the '@domain.com.au' used to log in to Cumulus for a service provider account. All staff users must use this suffix at the end of their Cumulus username in order to log in to Cumulus. It identifies which account you are logging into.
* controlling access to modules and features.
* configuration of default settings for features and modules.

When a new service provider signs up with Emersion, their onboarding project manager will collect information in order to be able to create their Service Provider account. Some of these settings are known by Emersion '''Account Attributes'''.

Account attributes for service provider accounts are set when your service provider account is created. Staff of service providers cannot change the account attributes at the service provider-level in most cases.
Account attributes for a customer accounts are set by the service provider when the user creates a customer account.

[[File:account-create-wizard-01-account-attributes.png||Account Attributes in the create customer wizard]]

After the account has been created, these attributes are visible to users via the '''Customer > Detail''' and sub tabs. It may seem to the user that when the account was created, these settings are set 'automatically'. On a technical level, these settings are pre-populated with values because they configured for the service provider. Due to the inherit nature of the account attributes, new accounts created under the service provider are '''inheriting''' the value from the tier above.

== Account Attribute Inheritance ==
Account attributes are unique because they contain an inheritance factor as opposed to other data fields that do not. This inheritance follows the structure of the Emersion Account hierarchy.

End user accounts (organisations and individuals) are customers of a Retail Service Provider. Therefore when the Retail service provider has a $2.50 paper invoice fee defined (this is an account attribute), then by default, all customers will have that fee applied if their invoice delivery method is ''Post'' or ''Email and Post''.

This diagram explains how the Emersion system determines which account attributes to apply for a customer account.

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

= See Also =
* [[Account/AccountCreation | Creating an End User Account]]

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-= Overview =
+=This Content Has Moved House=
-Account attributes are part of the framework and architecture of the Emersion system. They are used for a variety of purposes including, but not limited to:
+We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to out new home.
-* controlling both optional and mandatory 'default settings' for a service provider's account. For example;
+[https://resources.emersion.com/display/EKB/Account+Attributes Take me to the Emersion Knowledge Base article]

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 Account attributes for a customer accounts are set by the service provider when the user creates a customer account.
-[[File:account-create-wizard-01-account-attributes.png||Account Attributes in the create customer wizard]]
+[[File:Account-create-wizard-01-account-attributes.png||Account Attributes in the create customer wizard]]
 After the account has been created, these attributes are visible to users via the '''Customer > Detail''' and sub tabs.  It may seem to the user that when the account was created, these settings are set 'automatically'. On a technical level, these settings are pre-populated with values because they configured for the service provider. Due to the inherit nature of the account attributes, new accounts created under the service provider are '''inheriting''' the value from the tier above.