Accounts
Overview
Section titled “Overview”The Accounts page allows Tenant Admins to create and manage the logical organizational units (accounts) that exist within the tenant. Accounts represent distinct business entities, branches, or subsidiaries, and are used to scope data access for users and reports.
Access & Permissions
Section titled “Access & Permissions”| Role | Access Level |
|---|---|
| Tenant Admin | Full access |
| Account Admin | No access (cannot manage account structure) |
| Super User | Full access across all tenants |
Visibility Conditions
Section titled “Visibility Conditions”Always visible to Tenant Admins. Not available to Account Admins.
Key Features
Section titled “Key Features”- Account Creation — Create new accounts with a unique code, display name, and optional description.
- Account Hierarchy — Define parent-child relationships between accounts to represent organizational hierarchies.
- Account Status — Activate or deactivate accounts; deactivated accounts are hidden from user-facing dropdowns while preserving historical data.
- Default Account — Designate one account as the default, used when no explicit account context is selected.
- User Association — View which users are associated with each account directly from the account record.
:::tip TODO
- Add a diagram illustrating a sample account hierarchy.
- Document the impact of deactivating an account that has associated transactions.
- Provide a step-by-step guide for setting up a multi-entity tenant structure. :::