Siebel Energy Guide > Accounts in Siebel Energy >

Reviewing an Account Hierarchy in Siebel Energy (End User)

End users can review the entire account hierarchy to check its structure.

To review the hierarchy for an account

1. Navigate to the Accounts screen.
2. In the link bar, click one of these options:
   • To review the hierarchy for billing or service accounts, click Billing Account Explorer or Service Account Explorer, and then expand the subfolders in the explorer tree.

     The explorer view contains only those accounts for the designated account class, including corresponding aggregator accounts.

   • To review all account hierarchies, click Account Management, and then expand the subfolders in the explorer tree.

     The explorer view displays accounts under the subfolders Accounts (shows all child accounts, regardless of class), Billing Accounts, and Service Accounts.

To view the account hierarchy as an organization chart

1. Navigate to the Accounts screen.
2. In the Accounts list, click the name of the account.
3. Click the Account Hierarchy view tab.
4. Scroll down to view the organization chart showing the account hierarchy.

To view a list of child accounts

1. Navigate to the Accounts screen.
2. In the Accounts list, click the name of the account.
3. Click the Account Hierarchy view tab.
4. Scroll down and select Account Org Hierarchy from the lower Show drop-down list.

   A list of child accounts appears.