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Creating Subaccounts (End User)

Some accounts may have child accounts or subaccounts; for example, a hospital can have several departments or clinics. End users can create subaccounts for existing accounts using the Sub Accounts view. End users can also use this view to indicate affiliations between contacts and subaccounts.

Once a user has created a subaccount, it can be viewed and modified in any of the views in the Accounts screen. All accounts—parent accounts and child subaccounts—exist as separate accounts in the system. In the Account Explorer view, however, a subaccount appears under its parent, reflecting the hierarchical relationship between the two.

Table 9 describes how parent and subaccount team membership affect account data access. Users assigned to a parent account team but not to a subaccount team, only have partial access to subaccount data. In contrast, users assigned to a subaccount team but not to the parent account team, have no access to the parent account except to the account name.

NOTE:  Do not use the Account Sub Accounts view to indicate affiliations between independent accounts, such as a hospital and a referring clinic. For more information on establishing this type of association, see Indicating Affiliations Between Accounts (End User).

To create a subaccount

1. Navigate to the Accounts screen > Accounts List view.
2. In the Accounts list, drill down on an account.
3. Click the Sub Accounts view tab.
4. In the Sub Accounts list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Account Team	Multiple people can be assigned to the account's team. The team member who created the record is indicated as primary.
   Name	Name of the subaccount.
   Site	A unique location identifier that distinguishes this account from any other accounts with the same name. For example, enter a city or county name in this field to uniquely identify a hospital.

   Adding a subaccount automatically adds a child record to the account hierarchy. For information about account hierarchies, see Generating Account Hierarchies.

NOTE:  To enter detailed data for a subaccount (such as activities and best times to call), drill down on the Name field and complete the fields in the various account views.

To indicate an affiliation between a contact and a subaccount

1. Navigate to the Accounts screen > Accounts List view.
2. In the Accounts list, drill down on an account.
3. Click the Sub Accounts view tab.
4. In the Sub Accounts list, select a subaccount.
5. Scroll down to the Contact Affiliations list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Direct	If a check mark appears in this field, profile data for the contact is routed to members of the teams assigned to the affiliated account. If no check mark appears in this field, the profile data is routed only to the members of the team assigned to the contact. (Users who are connected to the server see the profile data regardless of whether a check mark appears in the field or not.)
   Last Name	The contact affiliated with this subaccount.

6. Scroll down to the Roles list, create a new record and complete the necessary fields.