Creating a Customer Sub-Account
In this exercise, you create sub-accounts Eclipse NA and Eclipse EMEA for customer account Eclipse SunShades.
To create customer sub-accounts Eclipse NA and Eclipse EMEA
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1.
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Click Users & Accounts > All Accounts. The Manage Accounts page appears with the Customers tab open. |
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2.
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Select the Eclipse_SunShades check box and click Create a Sub Account. The Create An Account page appears with Parent Account set to Eclipse_SunShades and Account Type set to CUSTOMER. |
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3.
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Enter the account information: |
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Account Name: Type Eclipse_NA |
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Display Name: Type Eclipse NA |
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Country: Select United States |
Click Save. This message appears: Account Eclipse_NA has been successfully added.
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4.
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Repeat Step 1 through Step 3 to create another sub-account: |
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Account Name: Type Eclipse_EMEA |
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Display Name: Type Eclipse EMEA |
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Country: Select Netherlands |
Click Save. This message appears: Account Eclipse_EMEA has been successfully added.
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5.
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Click Users & Accounts > All Accounts and search for Eclipse_SunShades. |
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6.
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Click the Eclipse_SunShades account’s + icon to expand the tree and verify that sub-accounts Eclipse_NA and Eclipse_EMEA appear on the Customers list. Note the information that appears in the Created By, Created On, and Country columns for Eclipse_SunShades and its sub-accounts. |
FlexNet Operations
2020 R1 SP1
Creating a Customer Sub-Account