Accounts
Account types explained
Organization owner vs team member — capabilities and SSO behavior.
For: All customers
1
Organization primary (owner)
Created during registration. Completes onboarding, manages team, owns ERP organization record.
- Team menu in portal
- Full business & billing profile
- ERP main customer account
2
Team member (sub-account)
Invited by owner. Own login; skips onboarding. ERP contact under the organization.
3
SSO identity fields
| Field | Owner | Team member |
|---|---|---|
| Account kind | organization_primary | sub_account |
| Organization ID | Self | Owner's ID |