Editing default account properties

 
 
 

As a service provider, you can assign default parameter values to the customer accounts that you create. Each new account, of a particular type, is created with these default values. You can edit the account properties and specify new values for the parameters from the Account Types tab of CloudPortal Business Manager.

The various account parameters are grouped into the following types:
  • Details
  • On-boarding Controls
  • Service Controls
  • Billing Controls
  • Credit Exposure

For more information on the parameters, refer to Account Properties.

You cannot edit the properties of the Service account type.

  1. Log in to the CloudPortal Business Manager UI as Root User.
  2. Click the drop-down menu icon in the top right corner next to ROOT USER, and then click Administration.
  3. Click Account Types and select the account type whose property parameter values you want to modify.
  4. Click Details. This page displays the description of the account type and the default number of users that are allowed for this account type.
  5. Click Edit.
  6. Specify the maximum number of users allowed for the account type and click OK.
  7. Click On-boarding Controls. You can view the list of the editable parameters grouped in this category.
  8. Click Edit, make the changes as required, and then click OK.
  9. Click Service Controls. You can view the list of the editable parameters grouped in this category.
  10. Click Edit, make the changes as required, and then click OK.
  11. Click Billing Controls. You can view the list of the parameters grouped in this category.
  12. Click Edit. You can edit only two parameter values in the Billing Controls category.
  13. If required, modify the action to be taken when an account breaches its credit limit, specify if credit card pre-authentication is required, and then click OK.
  14. Click Credit Exposure. This is the numerical currency value that denotes the credit limit for this account type. The prerequisite for setting this value is that Extend Credit must be True. You see a list of supported and available currencies.
  15. Click Edit, make the changes as required, and then click OK.
 
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