Editing Organization Hierarchy Relationships

To edit an account's organization hierarchy relationship:

  1. From the Actions menu, select Organization Hierarchy, and then select Organization Hierarchy.

  2. Click Edit.

  3. In the Company field, enter the company name used for the account you want to create a new relationship with. The search function supports the use of the * wildcard character. A new relationship can be created with an account in the same or a different company.

  4. Click the search icon.

    A list of accounts included in the company is displayed.

  5. Select the new account from the list to which to add an organization hierarchy relationship.

  6. (Optional) Click Preview Move to preview the new organization hierarchy relationship.

  7. Click Move to update the account's organization hierarchy relationship.