📄️ Account Management Overview
Apiculus allows service providers to manage their subscriber/customer life cycles end to end. Subscriber account is one of the key entities that the entire solution is designed for. While Apiculus supports many features that impact the subscriber life cycles, this section focuses only on actions that can be performed within the Accounts section of the Apiculus service provider admin panel.
📄️ Creating and Updating Subscriber Accounts
Creating New Subscriber Accounts
📄️ Working with Account States
Apiculus enables customer life cycle management using states depending on where the relationship with individual customers stands in 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
The Apiculus Admin Console allows you to change the customer’s primary email ID. The Primary email ID can be updated anytime through simple and verifiable steps with the notification sent to both the new and old email IDs.
📄️ Updating a Subscriber's Taxation Category
Service provider admins on Apiculus can change customers' taxation categories. This feature is useful for organisations acquiring special tax status, exemption status, or dealing with incorrect classification while creating an account.
📄️ Working with KYC and Account Verification
The Apiculus Admin Console enables administrators to configure the KYC settings for both organisation and individual subscriber accounts. It also allows them to set the KYC renewal period for all subscribers or specific accounts.
📄️ Changing Resource Limits for Subscribers
Subscriber accounts are created with default global resource limits that are defined in the Apache CloudStack orchestrator. These limits can be adjusted for subscriber accounts by navigating into the target account and selecting the Limits sub-section. These limits are vary for each cloud region that's configured to deliver services.
📄️ Maintaining Relationship Personnel Information
The Apiculus Cloud Console enables users to easily 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.