This feature supports the customization of the account and Plan instance hierarchy visualizations using internally-defined fields as well as a client's account/product supplemental fields.
Note: The Account Hierarchy / Master Plan Instance Visualization Configuration functionality is an optional tenant setting. Contact Aria's Customer Support team to enable this functionality for your Aria tenant.
Enabling a Role / User To Configure Hierarchy Visualization
Getting Here: > Configuration > Security > Roles
- Click New OR on an Existing Role
Configuring Account / Master Plan Instance Hierarchy Visualization
Getting Here: > Configuration > Client Settings > Hierarchy Visualization
The Hierarchy Visualization screen provides options for configuring the display of internally defined fields, and client specific account and / or product supplemental fields on Account and Plan cards.
Note: Selected options are automatically reflected in the sample account and Plan cards on the right as a visual reference.
- Click on the Title field's drop down arrow to select the title or top line that will display in the blue section of the account card. Options include:
- User ID
- Account Contact Company
- Account Contact Full Name
- Account Number
- Use Account Field
- Selecting Use Account Field displays a screen popup to select a customer-defined account field to display in the Title area of the account card.