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Home > Aria Crescendo Documentation > Account Management > Permanent Accounts

Permanent Accounts

This article applies to:Aria Crescendo

Overview

A "Permanent" account status is for accounts that you do not plan to invoice, but still want to track in the system.

This functionality works similarly to flagging an account as a "test account," however, unlike test accounts, there is no configuration with a permanent account that dictates how long the account remains in the system before it is terminated.

Note: The number of days before a test account goes into a "Terminated" status is configurable through the Test Account "Days To Live" client parameter. The default is 5 days.

Typical Use Case

A permanent account status is the non-billable status that is typically used when setting up free accounts, such as for employees or select customers. When an account is set to a "Permanent" status, it is fully provisioned, but does not get invoiced. This means that all plans, services, and usage on the account are tracked without the account owner being billed.

Additionally, setting an account to a "Permanent" status, rather than other non-billable configurations, ensures that the account  does not move into a different status for any reason. Once a permanent account is set up, it remains a permanent account unless adjusted manually.

Setting Up a Permanent Account

Creating a New Account

To create an account with a "Permanent" status, you can create a new account and set the account status to "Permanent." Refer to Create an Account for additional information. 

Note: If there is no pre-set field in the account creation template to set the status, the status defaults to "Active." Once created, the account status can be changed.

Changing an Existing Account

To change an existing account to a permanent account, you can change the status on an account to "Permanent" at any time. Refer to Change an Account's Status for further instruction.

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Last modified
11:44, 13 Oct 2015

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