How to Add Children to an Account

Interested in learning more about the parent-child account structure prior to adding? Click here!

1. Navigate to "Customers"
2. Click "Customers" 

3. Search and select the applicable customer

4. Click "Children"

5. Click "Add Children"

6. Locate the applicable "Child" and click the icon (this will add children 1 by 1)

7. If there are multiple children, click the box to the left of each customer name

8. Click "Add selected" (only applicable for multiple selections)