Accounts
Typically, each of your customers have their own Cyclr “Account” where you can keep their data and integrations separate from your other customers’ data.
To create a new Account from the Console, go to Accounts > Account Management, and select the Add New Account button.
Adding a new Account
When creating a new Account, you can provide the following values:
Property | Description |
---|---|
API ID | Enables you to provide a custom unique identifier for an Account. This will be used as the For convenience, you may choose to set it as the same unique identifier you have in your own application that identifies a customer. If left blank when creating an Account, Cyclr will copy its own unique internal "ID" value for this. |
Name | A way to identify an Account through Cyclr’s interface and within reporting. |
Description | Additional information about an Account |
Timezones | The timezone to use when displaying date/time values within the Account. |
Next Billing Date | |
Account Audit Info | Allows you to enter additional information about an Account for your own reference. |
Task Audit Info | Allows you to enter additional information about an Account for your own reference. |
Concurrent Transaction Limit | Overrides the Console-level setting. Set the maximum number of Transactions that Cyclr will process within the Account at a time. Can be used to reduce the speed at which Cyclr processes the Transactions within an Account. |
Successful Transaction Data Retention | Overrides the Console-level setting. Allows you to specify how long successful transactions are kept. |
Errored Transaction Data Retention | Overrides the Console-level setting. Allows you to specify how long failed transactions are kept. |
Transaction Error Webhook | Overrides the Console-level setting. Makes an HTTP call when an error occurs in a transaction. Read more on handling errors. |