Default Account Hierarchies

The application administrator sets up a default account hierarchy once, during the initial application setup. The default hierarchy is available to all end users who are not tied to a specific hierarchy and who have been granted view access to the accounts represented in the hierarchy. It is the administrator’s responsibility to give end user access to Account views. For more information, see about Global Accounts in the Siebel Applications Administration Guide.

When new accounts are created, they are automatically added to the default hierarchy tree and the contacts, coverage teams, activities, and opportunities that are associated with the accounts are automatically displayed in the rollup views. For information about configuring the Generate Hierarchy button, see About Configuring the Generate Hierarchy Button.

To generate a default account hierarchy

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

2. In the Account Hierarchy list, click Generate Hierarchy.

   The parent-child account relationships that have been defined in your application are registered for participation in the roll-up views. This process can take some time, depending on the quantity of account records that are in your existing environment.

   When the account hierarchy has been generated, a new record appears in the Account Hierarchies list. If it is the only account hierarchy record, the Default field is automatically checked. The accounts that have been added for participation in the roll-up views appear in the Account Relationships list.

   Note: If no accounts are visible in the Account Relationships list, Query for an account name (for example, A*) in the Account field.

3. (Optional) Rename the account hierarchy and, if necessary, check the Default field.

   Note: If end users are using the application when you generate the account hierarchy, they must log off and log on again to see the default account hierarchy in the rollup views.