Use the account hierarchy feature to create a parent-child relationship between
accounts.
An account hierarchy represents the legal entity structure of the accounts and their
relationships. It also represents an account's customers, assets, and service entitlements.
Customer administrators can do the following for all the accounts in the hierarchy:
View and create cases.
View assets and users.
View and manage contacts.
The administrator defines the hierarchy between accounts on the Account form. From the Account form for the child account, select the parent in the Parent Account field. If this field isn’t filled in, the
account is a top-level account.
After the account hierarchy has been defined, it’s displayed on the Account form for the parent account. If a parent account is updated or deleted, the hierarchy for any child accounts is also updated.
View the account hierarchy
The account hierarchy uses a tree structure to show the parent, child, and sibling accounts.
Two different views of the account hierarchy are available. In both views, the current account
is highlighted in the account structure.
The parent view displays the current account, the parent account (if applicable), and any
child or sibling accounts.
The full view displays the entire structure of the organization from the root account.
Customer service agents can:
Expand and collapse the tree structure.
Switch between the parent view and the full view.
Select an account to open the related Account form.
Account hierarchy in the platform interface
Customer service agents can view account information in the Account Hierarchy section on the Account form. Abbildung : 1. Account hierarchy (platform interface)
