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Create an account hierarchy

Create an account hierarchy

Create a parent-child relationship between two accounts.

Before you begin

Role required: admin

Procedure

  1. Navigate to 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.