Create an account hierarchy

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Create a parent-child relationship between two accounts.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > Customer Service > Customer > Accounts.
    2. Select the desired child account.
    3. Select the parent for this account in the Parent Account field.
    4. Click Update.
      The account hierarchy is displayed in a tree map on the Account form for the parent account.