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How do I change a parent or child Account?
How do I change a parent or child Account?
Updated over 3 months ago

Related Questions:

  • Can I change an Account from Child to Parent?

  • I have set the wrong Account as Parent Account, can I change it?

  • How do I change the associations of my Accounts?

Environment:

Event Temple Web App

Procedure:

If you wish to change the associations of your Accounts, please follow these steps:

  1. Select Accounts from the left-hand sidebar

  2. Search and Open the Child Account

  3. Under the Account information, you will find the Associations

  4. Click on the Remove button for the Parent Account

  5. Associations have been removed and now you can create new Associations if required.

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