Summary
Account types are used to classify accounts (partner, enterprise, etc.). Account types are useful for reporting purposes, allowing you to filter data down to particular accounts (e.g. view revenue from corporate customers only). An account type is selected during account creation but it can be changed after the account has been created (on the Account > Overview > Settings > account screen).
Prerequisites
N/A
Process
1. Log into your Logisense Billing application
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Edit an Account Type
Under the Account Types heading on the left click the account type you wish to edit
Under the Edit Account Type heading on the right modify the account type details.
For e.g. Account type name “Site“ will be modified to “Project“ as shown in Fig-3.
Click Save when you have finished making changes.
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Fig-3
Next Steps
<<documentation team task: link to next configuration article>>
Related Guides
<<documentation team task: link to API guide which covers the same config process>>
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