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Global Settings - Account

Overview​

The Account level is the top tier of the Abacus hierarchy, representing the client company or organization. All entities and jurisdictions fall under the account structure.

Account Hierarchy​

Account (Top Level)
  └── Entity 1
      ├── Entity Jurisdiction 1 (e.g., Germany)
      └── Entity Jurisdiction 2 (e.g., France)
  └── Entity 2
      ├── Entity Jurisdiction 1 (e.g., UK)
      └── Entity Jurisdiction 2 (e.g., Spain)

Available Actions​

1. View Account Details​

  • Read-only display of account information
  • Service level agreements
  • Compliance preferences

2. User Roles Management​

  1. Go to Global Settings → Account
  2. Click "Manage" next to the account
  3. Select "User Roles" tab
Adding User Roles at Account Level​
  1. Click "Add User Role"
  2. Select user email from dropdown
  3. Choose entity (if multiple exist) - entities created in Entity Setup
  4. Select access level:
    • Account: Full access to all entities
    • Entity: Specific entity access
    • Jurisdiction: Single jurisdiction access
  5. Assign role type (see User Roles):
    • Client: Full permissions
    • Client Without Approval: Limited permissions
    • Client Read Only: View only
  6. Save user role
Managing Existing Roles​
  • Edit Role: Click pen icon, modify permissions
  • End Date Role: Set expiration date for temporary access
  • Delete Role: Click trash icon, confirm removal

📖 For detailed user management, see Users Documentation