Account Classes
Requires. Administration Page; Account Classes with Create, Modify, or Delete for changes.
Account classes are the high-level customer categorization your company uses to distinguish residential from commercial, self-install from professional, standard from VIP. Every customer is assigned one account class, and the choice drives which billing rules, MMR amounts, work-order templates, and reporting groupings apply to that customer.
Getting here
- From Admin → Catalogs, click Account Classes.
- Or go directly to
https://portal.securitytrax.com/acme/admin/cms/account-classes.
The list
Shows every account class with its name, status (active / inactive), and a usage count. Click a class to edit; click New account class to add one.
Edit form
| Field | Required? | Type | Validation | Notes |
|---|---|---|---|---|
| Name | Yes | Text | 1–255 chars, unique | Displayed throughout SecurityTrax. |
| Description | No | Text | — | Internal clarification; not shown to customers. |
| Status | Yes | Select | Active / Inactive | Inactive classes stay valid on existing customers but don't appear on new records. |
| Default MMR | Optional | Select | An active MMR | Pre-fills the customer's MMR when the class is chosen. |
| Default contract term | Optional | Select | An active Contract Term | Pre-fills contract length. |
Related
- Customer List — filter by account class to see class-specific lists.
- MMRs — monthly monitoring rates that an account class may pre-set.
- Contract Terms — contract lengths that an account class may pre-set.