This Portal feature enables a Parent/Child customer
account relationship to be established to provide a senior customer
access to his dependant customers' account information via
Portal web access.
The Parent can access all its children's accounts on Portal
as well as any of their child accounts.
For a Parent to be able to access the child's account, it is not
necessary that the child be licensed to use Portal.
Note: A Child customer can see its children's accounts, but a Child cannot see upward to its Parent's account.
When the Parent customer logs into Portal and there are
any Child accounts setup, the Parent can select a Child or the
Parent account from the Select Customer Account drop-down
box.
The 'Customer Administrator' can also give his employees access to
the Child account information, by setting the flag for the employee
in the Portal User Profile.
Parent/Child relationships can be setup as follows:
Uncheck this box to view the list of Child accounts for a specific Parent.
Note: The total Child accounts associated directly with the
Parents listed, is displayed in the Total Visible Child
Accounts field at the bottom right of the screen.
This count applies only to the next level and does not reflect
children of those Child accounts.
If a specific Parent Customer # is being viewed, the
Child accounts directly linked to the Parent are displayed by
customer number, with name, and phone number.
Additional Child accounts can be added, or accounts can be
removed.
A window it provided on the Child Accts column to drill down
to any children of each Child, as outlined in Additional Child Records.
Note: Parents added to this screen without assigning any Child accounts are not saved as Parent records.
When All Parents are being viewed, the sum of the Total Visible Child Accounts and the Direct Child Accounts is the total Parent/Child records.
ACTIONS:
Additional actions provided by buttons on
the Parent/Child Portal Relationships screen include:
A Child account can be removed, breaking the link to its Parent
by clicking on the sequence number of the record to be deleted to
highlight or focus on it and click the DELETE
button.
Confirmation is required.
Note: If there are any lower level Child accounts associated
with the Child account being removed, these children still remain
associated with that Child account. (i.e. It is only the original
Parent's link that is cut.)
If these children should NOT remain linked to the Child being
removed, delete the existing children first from the Child
Accts window before deleting the Child.
Output the Parent/Child List to a Spreadsheet:
Click EXCEL to export all Parent/Child relationships
to an Excel spreadsheet as outlined in Export
Parent Child Relations for further data manipulation.
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