Regardless of whether an organization is small or large, their needs can be equally complex and sophisticated. They span subsidiaries, regions, cost centers, and approval chains. Without proper account structure and settings, every customer journey breaks down.
Account Toolkit is the structural backbone of the platform. It defines who sees what, who can do what, where, and on whose behalf.
In this section, End-Users have the flexibility to manage account hierarchies, Users and roles, permissions, accounts tags, paperless preferences, split billing, usage alerts, budget limits, saved payment methods, and more.
