Account Hierarchy

Introduction

The Account Hierarchy feature helps you organize and view your accounts in a structured way. Instead of seeing all accounts in a flat list, you can group related accounts together and understand how they’re linked, like parent and child accounts. This makes it easier for you to check details, manage relationships and navigate through complex account structures.

How to View Your Account Hierarchy

By default, the account list shows all accounts separately, without showing which ones are connected to each other. But you can easily switch to a hierarchical view.

Here’s how you can do it:

• Go to Accounts > Find Accounts tab

• Click on the Group option

You’ll find this at the top of the account table or list view.

• Select Custom Group By, a dropdown or popup will appear when you click "Group".

• Choose the Parent option

This will tell the platform to group accounts based on their parent-child relationships.

• Now to view your account hierarchy, the platform will now rearrange the account list, showing a tree-like structure.

• Expand any parent account.

  • Click on the small dropdown icon next to a parent account to see its child accounts.

If you don’t see the “Parent” option in the grouping list, make sure your user profile has the right permissions or check with your Admin.