🏢 What is an Enterprise account?
An Enterprise account is a parent account that manages several linked accounts (for example, the branches or companies of a group) from a single place, under a single contract. 🏢
⚙️ How it works
- The parent account pays for the plan. Linked accounts don't have their own subscription: they use the parent account's and follow its status.
- The plan has two limits for the whole group: a number of active accounts and a number of documents per cycle. Neither of them blocks your work.
- Who has access: only users with the Administrator role on the parent account. Other users, and the linked accounts themselves, don't see the Enterprise area.
⚠️ Important: this isn't an option customers can turn on themselves. The InvoiceXpress team turns an account into an Enterprise account when the plan is contracted.
📍 Where to find it
In the side menu, under Enterprise, there are two pages:
| Page | What it's for |
|---|---|
| Overview | See the group's usage: documents issued, active accounts, each account's activity and contract details |
| Account Management | Search, create, open, link and unlink the group's accounts |
💬 Frequently asked questions
❓ Can I activate the Enterprise account myself?
No. The InvoiceXpress team turns an account into an Enterprise account when the plan is contracted.
❓ Who sees the Enterprise area?
Only users with the Administrator role on the parent account. Other users, and the linked accounts themselves, don't see this area.
❓ Do linked accounts pay for their own plan?
No. Linked accounts don't have their own subscription: they use the parent account's and follow its status.
❓ I can't see the Enterprise section in the menu. What should I do?
The section only appears on the parent account and for users with the Administrator role. Make sure you're on the parent account and ask an administrator to review your role.