Overview
Business Accounts provide a dedicated space for managing commercial, government, education, and healthcare customers in gaiia.
They help separate commercial and residential operations, making it easier to manage complex services, circuits, and multi-location customers while giving enterprise clients the level of service they expect.
To start using Business Accounts, please contact your sales representative or account manager.
Key benefits
- Improve service quality for high-value accounts.
- Give account managers, network teams, support, and finance teams real-time visibility into customer information.
- Separate commercial and residential workflows.
- Simplify multi-location account management.
Permissions
Access to Business Accounts is controlled through the Business accounts permission.
Additional sub-permissions provide more granular access control.
| Permission | Description |
|---|---|
| Billing | Controls which users can view and modify billing settings on a Business Account. |
| Contracts | Controls who can view or upload contracts to a Business Account. |
| Edit | Controls who can update account information such as contacts, account manager, and communication preferences. |
| Statuses | Controls who can modify the Business Account status. |
| View | Controls visibility of Business Accounts. |
| Workflows | Controls who can run workflows on a Business Account. |
Until dedicated permissions are released, users will need the Account > Edit permission to manage notes and the Account > Documents > Edit permission to manage documents.
Creating a Business Account
Business Accounts must be manually created in gaiia or imported from an external CRM such as HubSpot or Salesforce.
Business Accounts cannot be created through checkout.
- Navigate to the Businesses tab and click
New Account. - Select the type of Business Account:
- Single-location: Creates a standalone Business Account.
- Multi-location: Creates a Parent Account that can contain sub-accounts.
- Enter the account name. This name will appear on invoices.
- Add the serviceable address.
- Add the primary contact. This contact will receive billing communications.
- (Optional) Assign an account manager.
- Add services to the Business Account.
- Review the account details and confirm the Business Account creation.
Only recurring subscription products can be added during account creation. One-time fees can be added later.
Business Account overview page
The Business Account overview page provides quick access to key account information.
| Section | Description |
|---|---|
| General information | Displays the serviceable address and assigned account manager. |
| Contracts | Displays the five most recent contracts added to the account. |
| Equipment and devices | Displays assigned equipment and circuit information when configured. |
| Billing | Displays the current balance and next recurring charge, including subscriptions paid by Parent Accounts for sub-accounts. |
| Products (coming soon) | Will display subscribed products, recurring monthly charges (MRC), and service details such as Circuit ID. |
Filtering the Business Accounts table
The Business Accounts table includes filters to help teams quickly find and review accounts.
| Filter | Description |
|---|---|
| Account Relationship |
Filter by:
|
| Status | Filter by custom Business Account statuses. |
| Account manager | Filter accounts by assigned ownership. |
| Activation | Filter by account activation date. |
| Created at | Filter by the date the account was created in gaiia. |
Important notes
Business Accounts are designed for managing active commercial customers and services.
gaiia Business Accounts are not intended for prospecting or sales pipeline management. We recommend using a dedicated CRM for sales operations.
If you are interested in integrating your CRM with gaiia, please contact the gaiia team at support@gaiia.com.