Deleting an Account

In this exercise, you delete the Eclipse NA sub-account of customer account Eclipse SunShades, Inc.

To delete the Eclipse NA sub-account

1.

Click Users & Accounts > All Accounts. The Manage Accounts page appears with the Customers tab selected.

2.

In the Manage Accounts list, click the Eclipse_SunShades account’s + icon to expand the tree then select the Eclipse_NA account’s check box.

3.

Click Delete Account and click OK in the confirmation message. The Eclipse_NA account is deleted and this message appears: Account(s) Eclipse_NA have been deleted successfully.

To delete an account and all its sub-accounts

1.

Click Users & Accounts > All Accounts. The Producer Portal opens the Manage Accounts page.

2.

Click the tab for the Account Type (Producers, Customers, Partners, or Self Registered) of the accounts you want to delete.

3.

In the Manage Accounts list, select the parent account to delete.

4.

Click Delete Subtree.

Note:If the Delete Subtree option is not selected, only the parent account is deleted. The sub-accounts are promoted to root accounts.

5.

Click OK to confirm deletion.

The Producer Portal deletes the selected account along with its account hierarchy and refreshes the Manage Accounts page.

Note:Not all accounts are eligible for deletion. If an account owns entitlements it cannot be deleted.