ProductCustomer Accounts
Overview
User guide for Overview in the Numezis company portal.
Overview
Customer accounts group contracts, portfolios, and lifecycle for B2B key accounts.
Where in the app
/c/companies/:companyId/customer-accounts/accounts/c/companies/:companyId/customer-accounts/accounts/:accountId/c/companies/:companyId/customer-accounts/config/c/companies/:companyId/customer-accounts/c/companies/:companyId/customer-accounts/contracts/c/companies/:companyId/projects/:projectId/delivery-setup
Step-by-step
- Open Customer accounts. (UAT-C-CA-ACCT-001)
- Create an account and link contacts. (UAT-C-CA-CFG-001)
- Attach contracts and delivery setups. (UAT-C-CA-LIFECYCLE-001)
- Monitor lifecycle states and linked opportunities. (UAT-C-CA-NAV-001)
- Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-C-CA-PORTFOLIO-001)
- If access is denied, verify module activation at tenant and company level before retrying. (UAT-C-CA-PORTFOLIO-001)
Permissions and modules
Customer accounts module.
Feature coverage
| Key | Title | Module | Docs impact | Summary | Risk | UAT |
|---|---|---|---|---|---|---|
customer-accounts.accounts.crud | Customer Account CRUD and Lifecycle | customer_accounts | required | Customer Account CRUD and Lifecycle | high | UAT-C-CA-ACCT-001 |
customer-accounts.configuration | Customer Accounts Configuration | customer_accounts | optional | Customer Accounts Configuration | low | UAT-C-CA-CFG-001 |
customer-accounts.lifecycle | Customer Account Contract Delivery Setup Lifecycle | customer_accounts | optional | Customer Account Contract Delivery Setup Lifecycle | high | UAT-C-CA-LIFECYCLE-001 |
customer-accounts.navigation | Customer Accounts Cross-Domain Navigation | customer_accounts | optional | Customer Accounts Cross-Domain Navigation | medium | UAT-C-CA-NAV-001 |
customer-accounts.portfolios | Service Portfolio CRUD | customer_accounts | optional | Service Portfolio CRUD | medium | UAT-C-CA-PORTFOLIO-001 |