In OCS.io, Account Profiles are used to define the structure and characteristics of an account in the system. Using profiles, accounts can be created with predefined attributes, such as billing cycle, account segment, initial state, etc., making the creation process faster and more consistent.

By configuring Account Profiles, you can streamline the onboarding process for new accounts, ensure accurate categorization and assignment, and maintain consistency across your account base.

For more information on how profiles are used in OCS.io, refer to the documentation on CASM Profiles.

To configure Account Profiles, follow these steps:

  1. Access the Integration Configuration perspective in the OCS.io user interface.

  2. Select the CASM  Account Profiles.

  3. Click on the + (New) button to create a new Account Profile.

  4. Fill in the required information in the form:

Configure Account Profile
Item Description

Name

Enter the name of the Account Profile.

Description

Optionally, enter the description of the Account Profile.

Code

Enter the code of the Account Profile. This code is used for integrating purposes and cannot be changed later.

Account Type

Choose the Account Type to be assigned to the newly created Account.

Account Segment

Choose the Account Segment to be assigned to the newly created Account.

Billing Cycle

Choose the Billing Cycle to be assigned to the newly created Account.

Payment Responsible

Check this box if the newly created Account should be marked as Payment Responsible.

Currency

Choose the Currency to be assigned to the newly created Account.

Account State

Choose the State to be assigned to the newly created Account.

Account State Reason

Choose the Reason to be assigned to the newly created Account’s State.

Customer Profile

Choose the Customer Profile based on which a superior Customer will be created for the newly created Account.