How to add a Parent account to a customer in Maxio.
Objective: To provide a step-by-step guide for adding a Parent account to a customers account in Maxio.
- Locate the Customer Account: Find the specific customer's account.
- Choose Parent: Scroll to the bottom of the page and click on "Choose Parent."
- Search for Parent Account: Use the search bar to locate the desired parent account.
- Select Parent Account: Choose the parent account to associate with the customer.
- Preview Selection: Click "Preview Selected" to review the relationship.
- Confirm Relationship: Click "Confirm" to finalize the parent/child account link.