Accounts/Account Attributes
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.
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.
