Work with Profiles
Profile for a subscription account includes the financial profile, fraud profile, and exemption profile. You can configure profiles to suit the specific requirements of your organization.
Add a Parent Account
For the subscription account profile:
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A child subscription account can have a parent subscription account as the parent.
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A child subscription account can't have another child subscription account as the parent.
You can establish a hierarchy of subscription accounts. In Profile section, corresponding to Parent Account field, a child subscription account can have a parent subscription account as the parent but a child can't have the parent subscription account specified as another child subscription account.
Here's how you can add a parent account:
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Click Search corresponding to Parent Account field.
Add Parent Account window opens.
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Identify the parent account and click Select on the Add Parent Account window.
You are navigated to Profile section of Subscription Accounts page.
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Click Save.
Account Class
Account class is an optional attribute of the subscription account profile. You can classify subscription accounts based on the account classes. The account classes are:
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Owner class
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Service class
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Billing class
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Customer class
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Service aggregator class
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Billing aggregator class
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Null
The classification of a subscription account can help identify whether the account is for billing purposes, receiving services, or both. Subscription account classification and position in hierarchy can also help model service, billing, or contractual specifications and the privileges that customer contacts may have based on their relationships to accounts.
Financial Profile
The financial profile for a subscription account includes financial and business details such as credit rating, ownership, business identifier, and business type.
Fraud Profile
The fraud profile for a subscription account includes threshold details that can be used in fraud monitoring processes. These threshold details include maximum calls, maximum call cost and duration, international threshold, credit threshold, daily threshold, and percentage overflow.
Exemption Profile
The exemption profile for a subscription account includes exemption, permit or license details such as state seller tax permit or license number and nonprofit organization.