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Account Hierarchy Visualization

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Account Hierarchy Visualization
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 Visualization 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 Visualization 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.

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  1. Page type
    Guide
  2. Tags
    1. hierarchy
    2. parent-child