Add a Customer to a Hierarchy

Use these steps to make a customer the sub-customer of another.

To add a customer to a hierarchy:

1. Under the Customers menu section, go to the Customers workspace.
2. Use the search filter and/or the Search field to select a customer.
3. In the Customer Hierarchy tab of the workspace, click the Insert in Hierarchy action. The Insert in Hierarchy wizard displays.
4. In the Customer field, select a parent customer from the drop-down list.
5. Click Insert. iAccess saves your changes, and updates relevant fields under the Hierarchy and Parent Customer islands.