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:

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.

On the Accounts page, click the account to which you want to link sub-accounts. This opens the Edit Account page.

On the Edit Account page, click Next. This button opens the Linked Sub-accounts page.

On the Linked Sub-accounts page, select the sub-accounts you want to link to the current account.

Click Actions > Link Accounts.

Click Complete.

The End-User Portal links the selected sub-accounts with the current account and returns to the Accounts page.