Browsing Accounts or Sub-accounts
You can browse for accounts and explore account hierarchies, viewing the parent account and any sub-accounts associated with it 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 browse customer accounts. Use the appropriate List All command to browse accounts of other types: List All Partners or List All Producers.
To browse existing customer accounts:
| 1. | Click Accounts & Users > List All Customers. |
This command opens the Customer Accounts page.
| 2. | On the Customer Accounts page, you can view the following information: |
| • | Account ID: Unique identifier of the account |
| • | Account Name: User-friendly name of the account |
Users with sufficient permissions can perform a number of actions on this page.
To view details of a sub-account, click the + icon to expand the tree view.
To view an account’s details, contact information, and users, click the Account name.
Use the Actions menu to create sub-accounts and users in a selected account or to delete accounts or sub-accounts.
See Also