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.
- In the Account Management home page, click Accounts. All accounts configured for the buyer organizations appear.
- 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.
- Click Add Sub-account.
- In the Add Sub-account dialog box, enter the required details.
- Click Save.
Add Sub-account Tab Field Descriptions
|Name||Specifies the name of the account.|
|External Id||Specifies an ID from any external system, such as, ERP (Enterprise Resource Planning) or CRM (Customer Relationship Management) system, of the account.|
|Legal Name||Specifies the registered legal name for the account, if any.|