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Overview

Account profiles are one of the ways that service providers can group their accounts. In Emersion, all accounts must belong to a single account profile.

What's in this section?


Licensing

This feature is available to subscribers of the following:  

  • Emersion Core
  • Optional Modules
  • Upon Request (please contact your Account Manager)

Acceptance Test

There is no acceptance test for this feature.

What is this?


Features and How To's

This section contains articles on the functionality of this feature. 

Core Functionality

How To's



Prerequisites

Before attempting to use this feature, users should know how to:

  • create and edit accounts in Cumulus

Dependencies

There is no dependencies for this feature.


Access Control

If you are unable to access a given feature and you have checked the permissions and powers, please contact Emersion.


Module Permissions

There are no module permissions related to the module.

Powers

Powers are used to control access to features, functions and page sections.

PowerDescription
Account Profile AdministrationThe parent power for Account Profile administration.
Account Profile - ViewCan view the account profile of a customer.
Account Profile - EditCan edit the account profile of a customer.
Account Profile - Trading Terms - ViewCan view the trading terms on an account profile.
Account Profile - Trading Terms - EditCan edit the trading terms on an account profile.
Create Customer > Account ProfilePowers related to account profiles when creating customer accounts.
Account Profile Setting - ViewView the account profile that will be used during account creation process.
Account Profile Setting - EditEdit the account profile during the account creation process.
Account Profile Search FilterEnables access to perform a customer search using the Account Profile filter
Search Account ProfilesAllows you to select an account profile when searching for a customer



Feature Events

There are no events related to the feature directly, however understanding how account profiles and events are interrelated is essential.  Please see the our fundamentals article for further information.

Feature Reports

There are no reports specific to this feature, however many reports that output customer information contain the account profile as part of the results.


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