Multiple Levels Account Parent/sub account relationships

I don’t use the Organization and Member Organization a whole lot. I have a situation where I need to setup accounts like (example):

Master Distributor

-Regional distributor
–Retailer
—Agent

So there are 4 levels. I’m kind of debating whether or not to set them up as different modules, or can I somehow use the Member Organizations feature to accomplish. Ideally I’d like to be able to see all the Agents of a Retailer easily, and let’s say all the revenue from the Master Distributor that is a sum of all the sub accounts?

Anyone done anything similar and can point me in the right direction as to which way to go?

@pstevens

I think that Member Organizations is the right way.

You haven’t read this one yet, make sure you do -

the part about sub-accounts. There are some un-intuitive things in there…

2 Likes

Thanks @pgr that article was super helpful. Parent/sub account is definately the way to go after reading it.

1 Like