Account
Reference for Account in Wholechain Settings.
At a glance
| Item | Detail |
|---|---|
| Who can use it | All users can view. Only Admins can switch the Compliance settings on or off. |
| Applies to | The whole account. |
| Where to find it | Organization Settings > Account, and Organization Settings > Subscription & Billing. Open Settings with the gear icon at the bottom of the left-hand navigation bar or the Settings button on the Dashboard. |
| Plan note | A Document Library on the Supplier Portal is included for Premium and Enterprise plans. |
Account Information
| Field | Editable | Description |
|---|---|---|
| Account Name | Display | The account's name. At account creation it also supplies the name of the account's self Trade Partner. |
| Wholechain ID | Display | Wholechain's unique identifier for the account. A copy icon copies it. |
| Primary Contact Address | Edit | Organization contact address. Shows a dash when empty. Edit opens a small window with a selection list, Save, and Cancel. |
| Geo Coordinates | Display | Coordinates shown for the account. No edit control is shown. |
| Timezone | Edit | The account's default time zone for recorded events, shown with its UTC offset and zone name. Individual events can use a different time zone. Edit opens a window with a time zone list, Save, and Cancel. |
| Company Phone Number | Edit | Edit opens a window with a country code dropdown and a number field, Save, and Cancel. |
Compliance
| Setting | Default | Effect |
|---|---|---|
| Traceability Lot Code (TLC) | Off | Adds a TLC field to the account to support requirements associated with the U.S. FDA FSMA Food Traceability Rule (Rule 204). Enabling the field alone does not guarantee compliance. |
| Enable Blockchain | On | Records events on the blockchain. Can be disabled to stop saving records to the blockchain. |
| Event Overwriting | Off | Allows editing and overwriting event data. Available only when blockchain is disabled and performed through Wholechain's Connect API integration. Does not add an event-editing workflow to the interface. |
| Data Policy | Off | Enables custom attributes and KDE tracking for Trade Items and Locations. Must be switched on for the whole account (Admin only) before any data policy can be used. Intended to replace older custom attribute functionality and Template Attributes. Prerequisite for the Data Policy sections described in Data elements and policies. |
Enterprise SSO
| Element | Description |
|---|---|
| Domain | The domain entered for SSO. Shows a dash before setup. |
| Domain status | Shows Unknown before setup. |
| Connection | Shows Pending before setup. |
| Manage SSO | Menu with Verify Domain and Configure SSO. |
| Verify Domain | Opens a page titled Verify your organization domain, with a domain entry field and Continue. |
| Configure SSO | Opens a single sign-on configuration page where an identity provider can be selected. |
Subscription & Billing
| Element | Description |
|---|---|
| Current Plan | Shows the plan: Light, Essentials, Premium, or Enterprise, with next-payment information where applicable. |
| Manage Billing | Opens Stripe to view the billing record and plan information. |
| Support link | Billing questions: support@wholechain.com. |
Customers billed by invoice outside Stripe may see a Stripe record without payment information. This can be expected.
Rules
| Rule | Behavior |
|---|---|
| Admin-only switches | Only Admins can switch the Compliance settings on or off. |
| Event Overwriting | Available only with blockchain disabled, through the Connect API. |
| TLC | A field that supports Rule 204 needs; it does not by itself make an account compliant. |
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