Client Management Master Account Management Adding New Subaccounts

Adding new Subaccount to a Master Account

To add a new Subaccount to a Master Account, follow the instructions below.

1.  From the Master Account Customer Explorer, highlight the Sub Accounts menu tree option.  Click once in the Active Pane; right-click and select the New Subaccount option.

2.  The New Customer Setup form will be displayed.  Creating a new Subaccount is exactly like a Customer/Site type Customer.  Follow the link for instructions on Creating a New Customer.

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