Parent-child relationship

We can create parent-child account relationships to group accounts together based on your business needs.

The below example illustrates a parent-child relationship where the company is the parent account and the child accounts are the employees.




The child (employee) accounts are linked to the company and visible in the company’s profile.




The child (employee) selects the parent (company) account to link the accounts.




Child account profile




Another example of a parent-child relationship is a farmer’s market as the parent account and participating farmers as the child accounts.