Account Management

2.1.x

Adding Sub-accounts in an Account

The seller administrator creates the accounts for a buyer organization. The accounts within a top-level account is called sub-accounts.

You can add sub-accounts depending on the organization structure and requirement.

  1. In the Account Management home page, click Accounts. All accounts configured for the buyer organizations appear.
  2. To create a sub-account for an account, click the account name. A page with the details of all accounts within the selected account appear.
  3. Click Add Sub-account.
  4. In the Add Sub-account dialog box, enter the required details.
  5. Click Save.

Add Sub-account Tab Field Descriptions

FieldDescription
NameSpecifies the name of the account.
External IdSpecifies an ID from any external system, such as, ERP (Enterprise Resource Planning) or CRM (Customer Relationship Management) system, of the account.
Legal NameSpecifies the registered legal name for the account, if any.
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