📄️ Account Management Overview
Apiculus allows service providers to manage their subscriber/customer life cycles end to end. On Apiculus, a suscriber account is one of the key entities that the entire solution is designed for. While the Apiculus solution supports many features that impact the subscriber life cycles and can be managed from various sections of the solution, this section only focuses on actions that can be performed from the Accounts section of the Apiculus service provider admin panel.
📄️ Creating and Updating Subscriber Accounts
Creating New Subscriber Accounts
📄️ Working with Account States
Apiculus allows for customer life cycle management using account states. All accounts can be navigated through these account states based on where the relationship with individual customers is at as part of their life cycle. The following states are supported:
📄️ Impersonating an Account
Apiculus provides a means for service provider support teams to login to a customer account and impersonate the subscriber. This is a useful tool for providing instant/on-call support.
📄️ Updating Credit Limit and Other Billing Information
Subscriber accounts' credit limits and other billing details can be updated from the Apiculus admin console.
📄️ Changing Subscriber’s Primary Email
Apiculus admin console gives the option of changing the customer’s primary email ID. The customer's primary email ID can be changed anytime in simple and verifiable steps, and the notification will go to both the new and old email IDs.
📄️ Updating a Subscriber's Taxation Category
Service provider admins on Apiculus can change customers' taxation categories. Organisations acquiring special tax status, exemption status, or incorrect classification while creating an account are covered.
📄️ Working with KYC and Account Verification
Apiculus admin console allows setting up default KYC-based restrictions for both self-signup and admin-assisted accounts. If selected, the respective account types will not be able to purchase anything till their KYC/identity verification has been completed.
📄️ Changing Resource Limits for Subscribers
Subscriber accounts are created with global default resource limits that are defined on the Apache CloudStack orchestrator. Resource limits can be applied for subscriber accounts by navigating into the target account and going into the Limits sub-section. These limits are different for every cloud region that's configured to deliver services from.
📄️ Maintaining Relationship Personnel Information
Apiculus CloudConsole makes it easy for users to view information on designated relationship personnel, as specified by the service providers. Using the admin console, service providers can keep this information updated for each subscriber account.