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An Account Hierarchy allows you to structure customer organizations hierarchically (for example, parent corporate entities, regional divisions, local franchises, and individual stores). This ensures that subscriptions, billing, and reporting are organized correctly across complex business structures.

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Configure account hierarchies

You define and manage account hierarchies in the user profile settings.

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1. Access the configuration tab

Navigate to your profile settings and click the Account Hierarchy Configuration tab.

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2. Create a new hierarchy

To set up a hierarchy, follow these steps:
1

Define the hierarchy name

Enter a unique name for the structure in Hierarchy Name.
2

Add account levels

Add levels to represent each tier in the organization by clicking Add Another Account. For each level, specify the following details:
  • Account Name: The label for the level (for example, Region or Franchise). The name must be unique within the hierarchy.
  • Level: A positive integer representing the level depth (with 1 being the top/root level). Level numbers must be unique within the hierarchy.
  • Billing Account: Select this checkbox if customers assigned to this level can hold billing subscriptions and be invoiced.
3

Save configuration

Click Save to create the hierarchy.
Account Hierarchy Configuration Example
Once you save a hierarchy, you cannot delete it, add/remove levels, or change level numbers. You can only update the names of the existing levels.

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Associate hierarchies with customers

You connect hierarchies to customers when registering a new customer or updating customer details.

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1. Select the account hierarchy

In the customer form, choose a configured hierarchy from the Select Account Hierarchy dropdown list.
Select Account Hierarchy for Customer

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2. Determine the parent customer

You can set a parent-child relationship between customers using the Parent Customer field:
  • Root Customer (No Parent): If you select No parent (root customer), the customer is assigned to the lowest level number defined in the hierarchy (Level 1).
  • Child Customer: If you select an existing customer as the parent:
    • The parent customer must belong to the same hierarchy.
    • The new customer’s level is automatically set to Parent’s Level + 1.
    • The system automatically inherits the hierarchy configuration of the parent customer if you do not select a hierarchy explicitly.
If a parent customer is already at the highest level configured for the selected hierarchy, the system prevents you from adding children under that parent.

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3. Automatic billing assignment

The customer’s Billing Account status is determined by the Billing Account checkbox configured for their assigned level.
  • If the hierarchy configuration for their level has Billing Account checked, the customer is allowed to hold subscriptions.
  • If it is unchecked, the customer is treated as a non-billing node in the hierarchy.

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Filter customers by hierarchy

You can easily locate customers within complex organizational structures by filtering your customer list based on their hierarchy assignment or level depth.

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Filter by hierarchy

Use the hierarchy dropdown in the customer list to filter customers that belong to a specific hierarchy (for example, filtering by the “Test” hierarchy).
Filter customers by hierarchy

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Filter by level

Once a hierarchy is selected, or when viewing all customers, use the level dropdown to filter customers by their specific depth within the organization structure (for example, “Level 1 - Organization” or “Level 2 - property owner”).
Filter customers by level

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Next steps