Account Hierarchy
The Account Hierarchy Visualization Overview in Aria allows users with Power CSR-level access to view a detailed overlay of an account’s hierarchy and plan information, displaying up to four levels of parent and child accounts with navigation arrows, accessible via the "View Account Hierarchy" link in the Account Overview.
- Account Hierarchy Overview
- If you use Aria's omni-node account hierarchy feature, the account hierarchy visualization feature allows users with the correct access level to traverse an account's "family" to view account, plan, and balance details for each member of the family.
- Omni-node Account Hierarchy Configuration
- If you use, or plan to use, Aria's omni-node account hierarchy to facilitate an account "family," you can customize the graphical representation of account hierarchies. An organizational tree representation of an account family allows you to navigate related parent and child accounts, viewing details you specify in informational cards.
- Parent-Child Account Best Practices
- Parent-child account best practices in Aria Billing Cloud involve creating relationships between accounts to suit business needs. This can include customers adding child accounts for individuals using services billed to the parent or child accounts, resellers adding clients as child accounts, or companies adding departments as child accounts. There are three responsibility levels for child accounts: parent pay child, parent pay child with child pay option, and child pay parent.