Account Management Overview

What Are Accounts?

The Account Management system provides organizational billing capabilities for the Sampo platform. Accounts represent organizations (companies, agencies, departments) that manage multiple users under a single billing entity.

Key Concepts

Accounts: Organizational entities with shared billing

• Company/organization representation
• Centralized billing contact
• QuickBooks integration for invoicing
• Multiple members with role-based permissions

Account Members: Users associated with an account

• Role-based access control (OWNER, BILLING, RECRUITER, VIEWER)
• Status tracking (INVITED, ACTIVE, REMOVED)
• One user can belong to multiple accounts
• Invitation workflow for new members

Status Lifecycle:

• ACTIVE: Normal operations, members can access features
• SUSPENDED: Account disabled (billing issues, violations)
• ARCHIVED: Permanently closed account, historical record only

Use Cases

When to Use Accounts:

• Multi-user organizations sharing billing
• Departments within larger entities
• Agencies managing multiple recruiters
• Organizations requiring centralized invoicing

When NOT to Use Accounts:

• Individual customers (use Customer model instead)
• Single-user billing scenarios
• Temporary or trial users

Account vs. Customer

| Feature | Account | Customer | | -------------- | ---------------------- | ------------------ | | Purpose | Organizational billing | Individual billing | | Members | Multiple users | Single user | | Billing | Centralized contact | Direct contact | | Roles | Role-based permissions | Single owner | | QuickBooks | Organization-level | Individual-level |