General
Account hierarchy can be used to structure complex organizations and hierarchy visualization will show these parent-child relationships, so it is easy to see how accounts relate to each other. This functionality can be used to show parent company and its subsidiaries, but also as an office map for companies which operate in multiple locations.
Start
To show the account hierarchy account needs a parent account. One account can have only one parent, but one parent can have multiple child accounts.
Quick Start Guide
- Set a parent account to the wanted account by filling the “Member of” (or similarly named) field in account information.
- Click the module tool icon.
- Select “Open hierarchy”
The most important things in the hierarchy are as follows:
- The name in the hierarchy tree can be used as a quick link to a wanted account.
- By clicking the eye icon, you can highlight the desired company and easily see its location in the hierarchy tree.
- The hierarchy tree is visualized on the right side. If you need to move the visualization to see some parts better, you can do so by clicking and dragging the hierarchy three with a mouse.
Account Hierarchy – Frequently Asked Questions
What is required to show an account hierarchy?
To show an account hierarchy, each account needs to have a parent account. An account can have only one parent but can have multiple child accounts.
How can I set a parent account for an account?
You can set a parent account by filling out the “Member of” field (or a similarly named field) in the account information.
Glossary
- Account Hierarchy
- A structured system used to represent the parent-child relationships between different accounts within a complex organization. This system helps to easily understand how accounts are interconnected.
- Hierarchy tree
- A graphical representation of the account hierarchy, often displayed in a tree-like structure that visually depicts the parent-child relationships among accounts.