Account General Properties
To work with the General tab, you should have the following access rights to the account:
- View object and its basic properties. To view the first section.
- View detailed object properties. To view the second and the third sections.
- Rename object. To edit the account name.
- Manage account. To select another billing plan, to block and unblock the account, to add payments and days.
This tab is divided into three sections.
In the first section, you can see general information about the account.
Property | Description |
Name | The name of the account. Editable field. When editing the name, consider the input rules. |
Creator | The user on behalf of which the account was created. You cannot change the creator of the account. |
Account | The name of the account to which the resource belongs. Non-editable field. |
Parent account | The name of the parent account. You cannot change the parent account. |
Property | Description |
Billing plan | The billing plan selected for the account. You can change it by selecting another billing plan from those available in the list (if any). |
Balance | The remaining balance and days added for the account. |
Block | The balance and number of days upon reaching which the account is blocked. Displayed if blocking by balance and days is configured on the Restrictions tab, respectively. |
Blocked | The status of the account. The account can be active or blocked. In the first case, this option is disabled and the estimated blocking date is indicated next to it (if blocking by days is configured). In the second case, the option is enabled and the date when the account was blocked is specified next to it. You can change the account status manually, for example, disable this option to unblock the account quickly when a payment is received. You can also use the option to block the account manually when its balance is zero or negative, or the remaining number of days is less than 0. You can also change the account status using the icons |
To add a payment and/or days, follow these steps:
- Enter the payment amount in the Add payment field, or leave the value 0.0 if you want to add only days.
- Enter the number of days in the Add days field, or select the date until which you want to add days from the calendar (the icon
). Leave the value 0 in the field if you want to add only a payment. - Enter a comment (required).
- Click Register.
After that, the registered payment is added to the balance, and the registered days are added to the remaining number of days. The next time you open the window, the information about the last payment is displayed in the right part of the section.
Related Articles
User Properties - General Properties
To work with the General tab, you should have the following access rights to the user: Rename object. To edit the user name. Act on behalf of this user. To change the user password. Change user's general properties. To select which actions should be ...Creating Accounts
In order for the user to create accounts: the Can create objects option should be enabled in the user properties; the Dealer rights option should be enabled in the properties of the user's account. As an account is a unity of a user, resource and a ...Working with Accounts and Resources
You can work with accounts and resources only in the management system (CMS Manager). To get started, open the Accounts section in the navigation panel. In the section, you can perform the following actions: create an account; create a resource; ...Account Properties - Restrictions
To work with the Restrictions tab, you should have the following access rights to the account: View detailed object properties. To see the tab. Manage account. To set the restrictions. On this tab, you can give dealer rights to the user of the ...User Properties
The window of user properties is shown when creating, editing, and copying a user. In this window, you can specify different user parameters, configure access to the user, view logs, add custom fields, etc. Depending on your access rights to the ...