Account Types Screen

Last verified with: 10.8.6.0

Overview #

Account types are used to classify accounts into meaningful business groupings, such as enterprise, partner, reseller, or other customer segments. These classifications are useful for organizing accounts and for filtering data in reporting and operational analysis.

An account type is typically selected when an account is created, but it can also be updated later from the account settings area.

Prerequisites #

Account types can be configured immediately. There are no prerequisite configuration steps.

Account Types Panel #

The Account Types panel on the left lists the configured account types. Select an account type to view or edit its details in the panel on the right.

Actions #

Icon	Description
	Deletes the account type if not in use (set on an account)
	Adds a new account type

Edit Account Type Panel #

The Edit Account Type panel displays the details for the selected account type.

Fields #

• Name: Identifies the account type.
• Default: Determines whether this account type is selected by default when a new account is created. Only one account type can be marked as the default.

References Tab #

The References tab shows where the selected account type is being used elsewhere in the system. This is useful when reviewing the impact of a change or determining whether the account type can be deleted.

Guides #

Adding Account Types #

1. In the Account Types panel, click Add.
2. Enter the Name.
3. If this should be the default account type for new accounts, enable Default.
4. Click Save.

Editing Account Types #

1. In the Account Types panel, select the account type you want to update.
2. Update the account type details as needed.
3. Click Save.

Deleting Account Types #

1. In the Account Types panel, select the account type you want to delete.
2. Review the References tab to confirm the account type is not in use.
3. Click Delete.
4. In the confirmation dialog, click Yes.