Assigning / Removing a Child Customer

From a parent customer, you can assign a child customer to be a part of the customer hierarchy. From a parent customer, you can also remove a child customer.

Assigning a Child

To assign a child to a parent customer, complete the following:

1. From the left menu, click Customers to open the Customer view.
2. Click on a parent customer to which you would like to assign a child.
3. On the Customer Overview page, click View All in the Children card.
4. In the Children view, click Assign Child in the top right corner.
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6. On the Assign Child window, search and select the child; then click Save.
7. The new child customer is added to the Children view.

Removing a Child

To remove a child from a parent customer, complete the following:

1. From the left menu, click Customers to open the Customer view.
2. Click on a parent customer to which you would like to assign a child.
3. On the Customer Overview page, click View All in the Children card.
4. On the Children page, click Quick Actions next to the child to be removed.
5. From the Quick Actions drop-down menu, click Disconnect Child.
6. On the Confirmation window, click Yes.
7. The child is removed from the Children view.