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Owner Configuration

Last Updated: Sep 30, 2020

Owners are configured in Setup / Users & Accounts / Owners / Configuration

Overview

From this screen you can configure owner specific settings such as the currencies supported under the owner, security settings, branding, mediation/rating options, invoice numbering and locales for multilingual support. The available options are detailed below.

Owner Configuration Panel

The Owner Configuration panel to the left allows you to select related owner settings organized into sub-menus. Clicking on any of these items will show the current owner configuration for each group of settings.

Edit Owner Configuration Panel

The information in this panel reflects the sub-menu settings you have selected. From here you can modify owner settings (note: fields with a red left border are required, fields with purple text are read-only and cannot be modified).

Financial Setting

  • Fiscal Year Starting Month: when the fiscal year starts for this owner

  • Real Time Usage Taxation: enables usage records to be taxed in real time instead of taxing usage during billing. Real time taxation will execute every 30 seconds or when 1000 usage charges exist to be taxed, whichever condition is met first

Currencies tab

On this tab you can view, add, remove and edit the currencies setup under the owner, including the owner's default currency.

The currencies setup here can be selected when configuring an account's currency and also when configuring packages in the product catalog.

Password Policy

  • Password Expiry: how frequently the users password will expire (e.g. every 3 months)

  • Reset Period Length: how long the user will remain locked out once they have reached the 'Max Failed Sequential Logins'

  • History Length: how long previously used passwords will be remembered. This prevents password reuse within the time frame specified

  • Max Failed Sequential Logins: the number of login attempts before the user is locked out. Once the 'Reset Period Length' has been reached they will be able to attempt additional logins

  • Maximum Length: the maximum number of characters the password can be set to

  • Apply Password Blacklist: allows you to restrict specific passwords from being set on a user by utilizing the BlackListed Passwords list (this list is configured on the Operations menu)

  • Only Allow Specified Characters: restrict the password to only the characters listed in the Valid Characters, Valid Numbers and Valid Symbols fields

Branding

  • Large Logo: the logo that appears at the top of the left menu bar when the browser width exceeds 1280 pixels. When uploading a large logo the image must be no larger than 1 MB in size, at least 200x100 pixels in dimension and in a png, jpeg or gif image format

  • Small Logo: the logo that appears at the top of the left menu bar when the browser width is equal to or below 1280 pixels wide. When uploading a small logo the image must be no larger than 1 MB in size, 80x80 pixels in dimension and in a png, jpeg or gif image format

Mediation & Rating

  • Dynamic Usage Class: enables the advanced dynamic usage classes feature

  • Rate Precision: specifies the number of digits to round the rated amount to after the decimal place

  • Rate Plan: an owner level rate plan that can be used to rate usage if a rate plan is not found at a lower level (account level, account-package level, etc.)

Automatic Naming

These settings allow you to configure custom invoice and credit note numbering schemes. For each, we support a prefix, a start, and a minimum length.

  • Prefix: static text that precedes your invoice numbers (e.g. Invoice 1 is named LB-1). For example, if the prefix was set to “LB-” and the invoice number generated was '1' then the invoice would be named LB-1

  • Start: the number you want to start your invoice numbers with. If you used a previous billing system and it ended invoicing at invoice number '12,345', then you set this value to 12346 to continue numbering invoices in sequence

  • Minimum Length: sets a minimum length for all invoice numbers. This setting is used if you want a constant spacing for invoice numbers. Leading zeroes will be used to set the invoice number length to this minimum value. A minimum length of '5' would format invoice number 1 as '00001'

Locales

From this tab you can add, remove and configure the locales that you need to support for your invoices. For each locale you can download, edit and upload translations for user defined entities such as service and package names (e.g. 'Package A' becomes 'Product 1'). The translations provided will be referenced when an invoice template configured with the locale is used to render invoices.

Payment Types

On this tab you can view the payment types that are currently setup. When a payment gateway is configured the payment types it supports will automatically be populated on this tab (Visa, Mastercard, ACH, etc.). Each payment type listed on this tab will indicate which payment gateway it goes through, or list no gateway at all if the payment type is strictly used to record payments and does not go through a gateway.

On the payment types tab you can also add manual/offline payment types by clicking the (emoji) icon. These manually added payment types can be used to record payments on accounts but will not go through a payment gateway.