Accounts Hierarchy

Learn how to view the relationship between Accounts in the account hierarchy and how the hierarchies can be used.

Updated over a week ago

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๐Ÿข Examples of Accounts Hierarchies

Simply a way of linking Accounts (Companies) together and then being able to see how they are related.

This is a very common example which shows also a couple of different types of widely used Account Hierarchies:

๐Ÿ™‹โ€โ™€๏ธ How could I use them?

You can change the default relationships to match your own terminology and add as many new ones as you need. ย 

Donโ€™t get stuck with any preconceptions about how to use them โ€” weโ€™ve had customers relate Accounts as Charity and then Donor Organisations, for example, or Developer โ€” Specifier and Developer โ€” Architect to reflect the โ€˜favouredโ€™ relationships between groups of company bidding on large property projects.

NOTE: Accounts Hierarchies are available only in Enterprise Tier.

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