Custom Account Hierarchies

In some cases, users work with particular accounts or subaccounts of a large corporation, but not with others. In these instances, some end users do not need to or should not see aggregated data across the entire corporation. An administrator can define a custom hierarchical structure across which data can be aggregated. This customer hierarchy can be as simple or complex as needed and offers users the ability to aggregate data across the accounts they are interested in seeing.

To create a custom account hierarchy of selected accounts

1. Navigate to the Account screen, then the Global Accounts Administration view.

2. In the Account Hierarchy List, create a new record and complete the necessary fields.

   Do not select the Default checkbox.

3. In the Account Relationships applet:

   1. Create new records for each of the high-level parent accounts. Leave the Parent Account field blank for each of these.

   2. Create new records for the child accounts, entering the Parent Account for each.

4. Associate the hierarchy with an organization. For information about assigning a custom hierarchy to an organization, see Siebel Applications Administration Guide.

   End users can only see the account hierarchy with which their current position’s primary organization is tied.