Advanced Enterprise Technologies, Inc.
Table of Contents

Move Account

The Move Account feature allows you to move an account within the structure. 

The client account, located at the top of the hierarchy, cannot be moved.

 

  1. Open the Details module for the account that you plan to move.
  2. Click More, and then Move Account.

  3. View the Current Parent and select an account for Move to New Parent.
  4. Click Move Account.
  5. In the confirmation box asking if you are sure you want to move this account, select Confirm.