Add a Sub-Customer

Use these steps to make a customer the parent of another.

To add a sub-customer:

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 Add Sub-Customer action. The Create Sub-Customer wizard displays.
4. Under the Customer island, enter the name of the sub-customer. This is a required field.
5. Fill out all the other fields as needed.
6. Click Create. iAccess saves your changes. When you refresh the browser page, you will see the sub-customer listed in the Sub-Customers table.