Adding an Account to an Organization

Add accounts to an organization in one of the following ways:

• During account creation, specify the company name and select a value from the Organization Hierarchy Type. Billing Care adds an account using an existing company name to an organization. For more information, see "Creating an Account".

• Move an existing account into a company organization. To move an existing account into an organization:

  1. From the Actions menu, select Account, and then select Account Profile.

     The account profile appears.

  2. Enter the company name for the organization hierarchy to add the account to.

  3. Select a value from the Organization Hierarchy Type drop-down list.

  4. Click Save.

After assigning an account to an organization based on the company name, use the Organization Hierarchy screen to create relationships among accounts. For more information, see "Creating Organization Hierarchy Relationships".

Note:

Billing Care uses the primary contact's company name value when assigning an account to an organization hierarchy.