Write, Bureaucrats, Administrators
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Difference between revisions of "Creating a new account hierarchy from scratch"
Creating a new account hierarchy from scratch (view source)
Revision as of 21:25, 9 August 2017
, 21:25, 9 August 2017no edit summary
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# Log in as the '''Administrator''' if prompted; | # Log in as the '''Administrator''' if prompted; | ||
# Click the '''Add Account Hierarchy''' button; | # Click the '''Add Account Hierarchy''' button; | ||
# Select the '''Template''' to use as a starting point and click '''OK'''; | |||
# Enter a '''Name''' and '''Description''' for the account hierarchy; | # Enter a '''Name''' and '''Description''' for the account hierarchy; | ||
# Tick the checkbox '''Default Account Hierarchy When Consolidating''' if you want this to be the default hierarchy; | # Tick the checkbox '''Default Account Hierarchy When Consolidating''' if you want this to be the default hierarchy; | ||