Client Management           Master Account Management                     Creating a New Master Account

Creating a New Master Account (continued)

Adding a Subaccount to a Master Account

The next part of the process is to create the Subaccounts.  Creating is Subaccount is almost identical to creating a regular customer/site/system record.

 

8.  On the customer tree of the Master Account, click on the Sub Accounts menu option, right-click and select the New Sub Account option.

 

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