All accounts have properties and default values are defined for each of these properties based on the account type. Each new account, of an account type, is created with these default values. You can modify these values when you want the changes reflected in all accounts of an account type. You can also over-ride some of these values for individual accounts.
|Description||Description of the account type.|
|Max users||Maximum number of users that are allowed for this account type.|
Onboarding Control Parameters
|Self Registration Allowed||Set this to True if you want to allow self-registration by users registering from the Sign Up page. Self and Manual registration values can be True simultaneously.|
|Manual Registration Allowed||Set this to True if you want to allow manual registration, that is, if you want an administrator to be able to sign up new users. Manual and Self registration values can be True simultaneously.|
|Manual Activation||Set this to True if you do not want to allow the account to be activated automatically, and want to allow only administrators to activate the account.|
|Default Self Registered||This is an add-on to the Self Registration Allowed parameter. The prerequisite for setting this parameter to True is that Self Registration Allowed must be set to True. Set 'Default Self Registered' to True if you want this account type to be selected by default.|
|Default Registered||This is an add-on to the Manual Registration Allowed parameter. The prerequisite for setting this parameter to True is that Manual Registration Allowed must be set to True. Set 'Default Registered' to True if you want this account type to be selected by default.|
|Account Restriction Grace Period||Numerical value in days. Set the grace period that users must get after the payment due date to make any due payment. The account gets restricted if no payment is made within the account restriction grace period. If the account has the "Auto Pay" flag enabled then the grace period starts after reaching the payment failure threshold. A "-1" value signifies that the grace period has no limit. This is the only required field in this group.|
|Initial Deposit Required||Set this value to True if Initial Deposit is a mandatory requirement (for this account type).|
|Payment Info Needed||Set this to True if you want to save the payment information on file.|
Service Control Parameters
The service control parameters are specific to an instance of the cloud service that the service provider is providing.
Billing Control Parameters
|Notional Billing||Set this to True if you want the rated usage to get accrued to the credit balance.|
|Auto Payment Needed||Set this to True if automatic payment is required. The prerequisite for setting this value is that Payment Info Needed must be True. If set to True, all subscriptions are charged immediately on subscribing and payment is deducted from the user.|
|Credit Exposure Breach||The action to be taken when an account breaches its credit limit. The options are: No Action, Alert Internal, Alert, Auto-pay, Suspend, and Restrict.|
|Extend Credit||Set this to True if no credit balance is required for using the account.|
|Credit Card PreAuthentication Required||CloudPortal Business Manager uses your credit card on file to obtain approval from your issuing authority (bank or other financial institution). The amount for which approval is sought is equal to your invoice amount. The expected charge on your credit card is secured (also called 'held') by your approving authority. Your approval authority then allocates an approval code with which CloudPortal Business Manager realizes the transaction amount. |
Note: Note that pre-authorized transactions appear with a minus sign on your credit card detail till such transactions are realized.