Why organizations use several accounts
- Granular access management: each account can represent a country, franchise, business unit, or any segmentation you need, so access and data stay separated.
- Diverse user roles: one person can work across several accounts with a different role on each. See Roles.
- Cleaner reporting: sections that compare accounts let you combine exactly the ones you want, without juggling separate logins.
Customers and payment methods are organization-scoped
Accounts separate access, connections, and keys. They don’t separate customer or payment-method records. A customer created under one account, and any vaulted payment method enrolled for it, belongs to the whole organization: any other account in the same organization can retrieve or reuse it. Themerchant_customer_id you choose when creating a customer has to be unique across the organization, not just within one account: reusing an id that another account already used returns CUSTOMER_ID_DUPLICATED.
Running several companies in one organizationIf each business unit needs its own, logically separate customer records, give
merchant_customer_id a company-specific prefix (for example cvc-mx-12345) when creating customers from that business unit’s account. Yuno does not isolate customers or vaulted tokens by account on its own, so the separation has to come from how you build the id. Confirm this approach covers your needs before relying on it.If you need full segregation instead, with no shared customers or tokens at all, use a separate Yuno organization per business unit rather than separate accounts in the same organization.yuno-account-id and organization_customer_external_id: vaulted tokens and the merchant’s external customer id are always scoped to the organization.
Assigning accounts to groups
Select one or more accounts and use Add to group to place them in an account group. An account belongs to one group at a time, so adding it to a new group removes it from the old one — the dialog says so before you confirm. This is the only place an account moves between groups. The Add accounts action inside a group’s own details page offers ungrouped accounts only.Setting a preferred account
You can mark one account as preferred. It becomes the default selection in the context chip, so the dashboard opens on the account you care about most.Finding account IDs
Each account has unique Account IDs for Live Mode and Test Mode. Open the account from this tab to see them, or find them in the Developers section.Related docs
- Account groups: bundling accounts to grant access at scale.
- Account context: choosing which accounts the dashboard is showing you.