Linking Sub-accounts to an Account
From an account’s Create an Account or Edit Account page, you can manage the sub-accounts that are linked to it.
You can locate the parent account by starting with the List All commands in the Accounts & Users menu. For example, to list all partner accounts, choose the List All Partners command in the Accounts group of the Accounts & Users menu.
Follow the steps below to link a sub-account. Use the appropriate List All command to browse accounts of the correct type: List All Producers, List All Customers, List All Partners, or List All Self-Registered. (Not all account types are available for all users.)
To link sub-accounts to an account:
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1.
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Locate the account to which you want to link sub-accounts by listing all accounts or searching for the account. |
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To search, click Accounts & Users > Search Accounts, enter your search criteria, and click Search. |
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To list all accounts, click Accounts & Users > List All Customers, List All Producers, List All Partners, or List All Self-Registered. |
The End-User Portal opens the search results page.
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On the Accounts page, click the account to which you want to link sub-accounts. This opens the Edit Account page. |
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On the Edit Account page, click Next. This button opens the Linked Sub-accounts page. |
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On the Linked Sub-accounts page, select the sub-accounts you want to link to the current account. |
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Click Actions > Link Accounts. |
The End-User Portal links the selected sub-accounts with the current account and returns to the Accounts page.
See Also
Creating a Customer Account
About Accounts
Managing Accounts
Registering for a Trial