# Customer Accounts Customer Accounts let you manage B2B customer relationships by linking users and organizations to specific business accounts with their own billing, contact, and subscription details. ## What Is a Customer Account A customer account represents a business entity that uses your services. Each account is bound to an organization in your hierarchy and can hold billing addresses, shipping addresses, contact information, and custom preferences. Accounts serve as the commercial layer on top of your organization structure -- while organizations define access and permissions, accounts define the business relationship. An account can be linked to: * One organization in your hierarchy (required) * A primary contact who manages the account * Billing and shipping addresses * An account type that categorizes the business relationship * Custom preferences and billing details ## Account Types Account types let you categorize your accounts in a way that makes sense for your business. Common examples include Enterprise, SMB, Trial, Premium, Partner, and Reseller, but types are fully customizable per tenant. ### Managing Account Types Account types are managed from the right-hand panel on the Customer Accounts page. 1. Go to **User Management > Customer Accounts**. 2. In the **Account Types** panel on the right, enter a type name (e.g., "Premium"). 3. Optionally add a description. 4. Check **Default selection for new accounts** if this type should be pre-selected when creating new accounts. 5. Check **Active** to make the type available for assignment (active by default). 6. Click **Add Account Type**. To edit an existing type, click the pencil icon next to it. The form switches to edit mode. Make your changes and click **Update Account Type**. To create a new type while in edit mode, click the **New Type** link at the top of the panel. To deactivate a type, click the trash icon next to it. You will be asked to confirm. Deactivated types are hidden from the list and cannot be assigned to new accounts. Accounts already using a deactivated type must be updated to a different type. ## Creating an Account 1. Go to **User Management > Customer Accounts**. 2. Click **New Account** in the top-right corner. 3. Fill in the account details in the modal that appears. ### Account Form Fields **Identification** | Field | Required | Description | | ------------ | -------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Account ID | No | A custom identifier unique to your tenant (max 50 characters). Leave blank to auto-generate. You can also click the sparkle icon to generate a random ID. Once created, the Account ID cannot be changed. | | Account Name | Yes | A display name for the account (e.g., "Acme Corporation"). | | Description | No | Additional notes about the account. | **Classification** | Field | Required | Description | | ------------ | -------- | --------------------------------------------------------------------------------------------------------------------------------------- | | Organization | Yes | The organization this account is bound to. The dropdown shows all organizations you have access to. | | Account Type | No | Select from your configured account types, or leave as "Unassigned". If a default type is configured, it is pre-selected automatically. | | Status | No | The account status. Options are Active, Suspended, or Inactive. Defaults to Active. | **Primary Contact** | Field | Required | Description | | --------------------- | -------- | ------------------------------------------------------- | | Primary Contact Name | No | The name of the main point of contact for this account. | | Primary Contact Email | Yes | The email address of the primary contact. | | Primary Contact Phone | No | A phone number for the primary contact. | **Addresses** The form includes separate sections for billing address and shipping address. Each address has fields for Address Line 1, Address Line 2, City, State, Postal Code, and Country. All address fields are optional. **Additional Details** | Field | Description | | -------------------------- | ------------------------------------------------------------------------------------------------- | | Additional Billing Details | Free-text or JSON notes for billing information beyond the address (e.g., tax ID, payment terms). | | Account Preferences | JSON-formatted preferences that your application can read to customize the account experience. | **Flags** | Flag | Description | | ------------------------------------- | -------------------------------------------------------------------------------- | | Primary account for this organization | Marks this as the primary account when an organization has multiple accounts. | | Account is active | Controls whether the account is active. Unchecking this deactivates the account. | 4. Click **Create Account** to save. ## Editing an Account 1. On the Customer Accounts page, find the account in the table. 2. Click the pencil icon in the Actions column. 3. The same form opens in edit mode. All fields except the Account ID can be changed. 4. Click **Save Changes** when done. ## Account Statuses | Status | Meaning | | --------- | ----------------------------------------------------------------------------------------------------------------------------------------------------- | | Active | The account is in good standing and operational. | | Suspended | The account is temporarily disabled, typically due to payment issues or policy violations. Users associated with the account may have reduced access. | | Inactive | The account is closed or decommissioned. It remains in the system for historical reference but is no longer operational. | ## Viewing the Account List The Customer Accounts page displays a table with the following columns: | Column | What it shows | | --------------- | --------------------------------------------------------------------------------------- | | Account | The account number and name, plus description if provided. | | Organization | The organization the account is linked to. | | Account Type | The assigned account type, or "Unassigned" if none is set. | | Primary Contact | The email and phone number of the primary contact. | | Status | A color-coded badge showing the current status (green for Active, amber for Suspended). | | Actions | Edit and delete buttons. | Click **Refresh** to reload the account list at any time. ## Deleting an Account 1. Click the trash icon in the Actions column for the account you want to remove. 2. A confirmation dialog appears warning that the action cannot be undone. 3. Click **Delete** to confirm. Deleting an account removes it permanently. Consider changing the status to Inactive instead if you need to retain the account for historical records. ## Linking Accounts to Organizations Every account must be linked to exactly one organization. This binding determines which part of your organization hierarchy the account belongs to. When creating or editing an account, select the organization from the dropdown. The dropdown is filtered to show only organizations that you have access to based on your role and organization memberships. If your organization hierarchy is structured with parent and child organizations, you can create separate accounts at each level. For example, a parent organization "Acme Corp" might have child organizations for regional offices, each with its own account. ## Use Cases * **B2B SaaS** -- Each customer company has its own account with separate billing, contact details, and subscription preferences. Account types like "Enterprise", "Professional", and "Trial" categorize the relationship tier. * **Franchise management** -- Each franchise location is a customer account linked to a regional organization. The parent franchisor organization can see all child accounts through the hierarchy. * **Channel partners** -- Partners and resellers each have their own account with custom billing terms. Use account preferences to store partner-specific configuration. * **Multi-product companies** -- A single organization might have multiple accounts, one per product subscription. Mark the primary product's account as the primary account for the organization. * **Trial-to-paid conversion** -- Create accounts with a "Trial" type. When the customer converts, update the type to "Enterprise" or "Professional" and adjust the billing details. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://accessiq.gitbook.io/accessiq-docs/organizations-and-teams/customer-accounts.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.