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      Adding a Parent account to a customer in Maxio - SOP

      Objective: To provide a step-by-step guide for adding a Parent to a customers account.

      1. Locate the Customer Account: Find the specific customer's account.
      2. Choose Parent: Scroll to the bottom of the page and click on "Choose Parent."
      3. Search for Parent Account: Use the search bar to locate the desired parent account.
      4. Select Parent Account: Choose the parent account to associate with the customer.
      5. Preview Selection: Click "Preview Selected" to review the relationship.
      6. Confirm Relationship: Click "Confirm" to finalize the parent/child account link.