Difference between revisions of "Account Management/Account Profiles"

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== Account Profiles ==
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{{DISPLAYTITLE:Account Profiles}}
  
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=== Introduction ===
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= Overview =
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Account Profiles are a way of grouping Accounts in Emersion. They can also help "Service Providers" identify and treat customers differently based on their Account Profile.
  
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Account Profiles are a simple grouping of customer accounts. This can help you identify customers based on their profile. For example, you may set up an account profile for business customers, and another for residential customers. Different [[SystemEvents/Actions|event actions]] may then be performed against each profile.
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This can be done in several ways :
  
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An [[SystemEvents|event]] can contain multiple actions, each of which can be linked to a different account profile. Each event action must be linked to at least one account profile before the system will [[SystemEvents/Triggers|trigger]] the event. When an event is created, you can choose which account profile, or multiple account profiles, to link to each event action. The event actions are then only carried out against accounts that match the specified profile(s). The actions and account profiles are configured by Emersion’s support team.
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# By varying the default settings for an Account.
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# By varying notifications and other events triggers.
  
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You can create one or many account profiles as required. However, each customer account can only be mapped to a single account profile, or left blank (i.e. not linked to any profile).
 
  
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----
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There are several important things to note when using Account Profiles:
  
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=== Create Account Profile ===
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# Your Emersion Service Provider account comes with a single "Default Profile".
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# All customer accounts are automatically placed into the "Default Profile".
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# Accounts '''must only belong to one''' "Account Profile".
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# There is no limit on the number of "Account Profiles" that can be created
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# "Account Profiles" should not be confused with [[Account/Account_Groups | Account Groups]] where it is possible for a customer account to be part of multiple groups.
  
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# Select '''Admin''' > '''Settings '''>''' '''from the '''Menu.'''
 
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# Select the '''Account Profiles''' tab. A list of existing account profiles will be shown.
 
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# Click the '''Create New''' button. The ''New Account Profile'' page will appear.
 
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# Enter the ''Name'' of the new account profile.
 
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# Enter a ''Description'' of the new account profile.
 
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# Click the '''Save''' button.
 
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# To cancel without saving, click the '''Back to Profile List''' button.
 
  
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<gallery caption="Screenshots" perrows="6">
 
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Image:AccountProfiles_001.png|System Events - Account Profiles List
 
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Image:AccountProfiles_002.png|System Events - New Account Profile
 
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</gallery>
 
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<br style="clear:both"/>
 
  
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----
 
  
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=== Edit Account Profile ===
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= Case Scenario =
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A "Service Provider" decides to have two "Account Profiles"; One for Business Customers and one for Residential Customers:
  
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# Select '''Admin''' &gt; '''Settings '''&gt;''' '''from the '''Menu.'''
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* Business Customers are added to the Account Profile, called 'Business Profile'.  
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# Select the '''Account Profiles''' tab. A list of existing account profiles will be shown.
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* Residential Customers are added to the Account Profile, called 'Residential Profile'.
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# 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.
 
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# Edit the ''Name'' and ''Description'' of the account profile.
 
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# Click the '''Save Profile Details''' button to save the changes.
 
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# Click the '''Back to Profile List''' button to exit.  
 
  
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<gallery caption="Screenshots" perrows="6">
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The business decides on the following variances in the way customers in each account profile will be treated:
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Image:AccountProfiles_003.png|System Events - Account Profiles Edit
 
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</gallery>
 
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<br style="clear:both"/>
 
  
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----
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''''Business customers''''
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* 21 day trading terms.
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* Will receive the [[Admin/My_Invoice_Template | invoice template layout]] designed for business customers.
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* will receive their first unpaid invoice reminder notification 3 days after the unpaid invoice is due.
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* will receive an unpaid invoice reminder SMS.
  
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=== Link a Customer Account to an Account Profile ===
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''''Residential customers ''''
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* 14 day trading terms.
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* Will utilise the standard invoice template.
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* will receive their first unpaid invoice reminder notification on the date the unpaid invoice is due.
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* no unpaid invoice reminder SMS.
  
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From the ''Edit Account Profile'' page:
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== Account Attributes ==
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Some account attributes can be defined for an account profile. When account attributes are set, customers will adopt these settings over any default settings defined for the service provider account. However if these settings are defined at the customer account level, these settings will be take precedence
  
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# In the list of accounts, navigate to the customer accounts you wish to link to the current account profile.
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This diagram explains how the system determines which attributes to apply for a customer account
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# If the account is not linked to an account profile (i.e. the ''Current Profile'' column is empty), click the check box beside the account in the '''Add to This Profile '''column.
 
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#:If the account is already linked to an account profile, you cannot link it to another account profile. However, you can change the account profile an account is linked to from the ''Customers'' menu (see below).
 
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# Click the '''Save Profile Details''' button.
 
  
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[[file:account-profile-account-attributes.png]]
  
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From the ''Customers'' menu:
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== Events ==
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Different [[Events|event actions]] can be performed against each account profile independently of one another.
  
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# Select '''Customers''' &gt; '''Customer List''' &gt; from the '''Menu'''.
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An [[Events|event]] can contain multiple actions (e.g. email or SMS). Each action must be linked to an account profile when creating the template so the system knows to whom the action is for. Each event action (and template) must be linked to an account profile before the system will trigger the event. When an event template is created, users will be prompted to choose the account profile the template will be used for.  
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# Locate the customer you wish to update and click the customer’s ''Account Number'' of ''Customer Name'' or ''Description'' in the list. The selected customer details will be displayed.
 
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# Select the '''Profiles''' tab. The account profile that the customer is currently linked to will display.
 
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# Select the required account profile in the '''Name''' drop list.
 
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# Click the '''Save '''button to save the change.
 
  
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The event actions are then only carried out against accounts that match the specified profiles.
  
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----
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= Implementation of Account Profiles =
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During your onboarding project, Emersion collected from your business the provider-level account attribute settings to apply (as per the above diagram).  Emersion also set up your service provider account with a set of standard events. These events can only be used with the default account profile that comes with Emersion's core offering.
  
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=== Delete an Account Profile ===
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Should service providers want to utilise add additional account profiles, Emersion will need to set up a suite of standard events for each new account profile that is created. Once you have decided on the account profiles, create them in Cumulus. Follow up by sending in a Work Request ticket to our team. You can use the following proforma text for the request.
  
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Only account profiles that have no accounts linked to them may be deleted.
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<pre>
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Hi Support,
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We have new account profiles and require a set of standard events to be enabled for them.  Our new account profiles are:
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  * id, name
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  * id, name
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  * id, name
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Please provide a quote with the cost for the implementation of all standard events for these new account profiles.
  
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# Select '''Admin''' &gt; '''Settings &gt; '''from the '''Menu.'''
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Regards,
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# Select the '''Account Profiles''' tab. A list of existing account profiles will be shown.
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</pre>
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# Click the account profile ''Name'' or ''Description'' in the list. The selected account profile will be displayed. 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, the ''Delete Profile'' button will not be shown.
 
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# Click the '''Delete Profile''' button to delete the profile.
 
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# The ''Account Profile'' list page will be displayed.
 
  
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= Account Profile Configuration =
  
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----
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* [[Account Management/Account Profiles/Account Profile Settings | Create, edit, configure or delete an Account Profile]]
  
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<br style="clear:both" />
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= See Also =
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* [[Events]]
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[[Category:Account]]
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* [[Accounts/Account_Attributes | Account Attributes]]

Latest revision as of 11:19, 23 June 2016


Overview

Account Profiles are a way of grouping Accounts in Emersion. They can also help "Service Providers" identify and treat customers differently based on their Account Profile.

This can be done in several ways :

  1. By varying the default settings for an Account.
  2. By varying notifications and other events triggers.


There are several important things to note when using Account Profiles:

  1. Your Emersion Service Provider account comes with a single "Default Profile".
  2. All customer accounts are automatically placed into the "Default Profile".
  3. Accounts must only belong to one "Account Profile".
  4. There is no limit on the number of "Account Profiles" that can be created
  5. "Account Profiles" should not be confused with Account Groups where it is possible for a customer account to be part of multiple groups.



Case Scenario

A "Service Provider" decides to have two "Account Profiles"; One for Business Customers and one for Residential Customers:

  • Business Customers are added to the Account Profile, called 'Business Profile'.
  • Residential Customers are added to the Account Profile, called 'Residential Profile'.

The business decides on the following variances in the way customers in each account profile will be treated:

'Business customers'

  • 21 day trading terms.
  • Will receive the invoice template layout designed for business customers.
  • will receive their first unpaid invoice reminder notification 3 days after the unpaid invoice is due.
  • will receive an unpaid invoice reminder SMS.

'Residential customers '

  • 14 day trading terms.
  • Will utilise the standard invoice template.
  • will receive their first unpaid invoice reminder notification on the date the unpaid invoice is due.
  • no unpaid invoice reminder SMS.

Account Attributes

Some account attributes can be defined for an account profile. When account attributes are set, customers will adopt these settings over any default settings defined for the service provider account. However if these settings are defined at the customer account level, these settings will be take precedence

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

Account-profile-account-attributes.png

Events

Different event actions can be performed against each account profile independently of one another.

An event can contain multiple actions (e.g. email or SMS). Each action must be linked to an account profile when creating the template so the system knows to whom the action is for. Each event action (and template) must be linked to an account profile before the system will trigger the event. When an event template is created, users will be prompted to choose the account profile the template will be used for.

The event actions are then only carried out against accounts that match the specified profiles.

Implementation of Account Profiles

During your onboarding project, Emersion collected from your business the provider-level account attribute settings to apply (as per the above diagram). Emersion also set up your service provider account with a set of standard events. These events can only be used with the default account profile that comes with Emersion's core offering.

Should service providers want to utilise add additional account profiles, Emersion will need to set up a suite of standard events for each new account profile that is created. Once you have decided on the account profiles, create them in Cumulus. Follow up by sending in a Work Request ticket to our team. You can use the following proforma text for the request. 

Hi Support,
We have new account profiles and require a set of standard events to be enabled for them.  Our new account profiles are:
  * id, name
  * id, name
  * id, name
Please provide a quote with the cost for the implementation of all standard events for these new account profiles.

Regards,

Account Profile Configuration

See Also

Retrieved from "https://mediawiki.emersion.com.au/wiki/index.php?title=Account_Management/Account_Profiles&oldid=1148"