Sub-Accounts
Purpose
Allows account segmentation with custom configurations.
Developer Notes
- Inherit from master configuration
- Support overrides
- Maintain configuration hierarchy
Branding & Embed Code
Purpose
Allows branding customization and website integration.
How It Works
User:
- Uploads branding assets
- Configures appearance
System:
- Generates dynamic embed code
Developer Notes
- Secure embeds
- Dynamic updates
- Respect authentication and routing
SFTP Setup
Purpose
Supports automated account import and export processing.
How It Works
User:
- Creates Header Profile
- Creates matching SFTP folders:
- Add
- Update
- Delete
System:
- Processes files automatically
Developer Notes
- Folder names must match Header Profiles
- Use scheduled ingestion jobs
- Validate files before processing
- Maintain audit logs
- Use the same processing pipeline as manual imports
Routing Logic
After membership activation:
Completion Rule
The Account Setup Wizard is considered complete only when all required setup steps have a status of:
completedLast modified on May 31, 2026
