Confidentiality Notice
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Once an account is linked to a Master Account, additions and changes made to the Master Account will be reflected on the sub-accounts, provided certain criteria are met. Additions/changes can be made on the Master Account level, as well as the sub-account and agreement levels.
CATEGORIES
- Categories added to a Master Account will populate the sub-accounts unless they already exist on a sub-account (will not duplicate), or the parent category does not exist on a sub-account
- Categories edited or archived on a Master Account will edit or archive on the sub-accounts, provided they exist on the sub-account exactly as on the Master Account
- Categories added, edited or archived on a sub-account do not affect the Master Account or other sub-accounts
- Once a category is edited on a sub-account, it is no longer linked to the corresponding category on the Master Account and will not be affected by changes to that category made on the Master
TERRITORIES AND DISTRIBUTION METHODS
- Territories or Distribution Methods added to a Master Account will populate the sub-accounts unless they already exist on a sub-account (will not duplicate)
- Territories or Distribution Methods edited or archived on a Master Account will edit or archive on the subaccounts.. provided they exist on the sub-account exactly as on the Master Account
- Territories or Distribution Methods added, edited or archived on a sub-account do not affect the Master Account or other sub-accounts
- Once a Territory or Distribution Method is edited on a sub-account, it is no longer linked to the corresponding Territory or Distribution Method on the Master Account
REPORTING RULES
- Reporting Rules added to a Master Account will populate the sub-accounts
- Reporting Rules edited or archived on a Master Account will not edit or archive on the sub-accounts
- Reporting Rules added, edited or archived on a sub-account will not affect the Master Account or other subaccounts
WORKFLOWS
- Workflows added to a Master Account will populate the sub-accounts
- Workflows edited or archived on a Master Account will not edit or archive on the sub-accounts
- Workflows added, edited or archived on a sub-account will not affect the Master Account or other sub-accounts
PAYMENT INSTRUCTIONS
- Payment Instructions added to a Master Account will populate the sub-accounts unless they already exist on a sub-account (will not duplicate)
- Payment Instructions edited on a Master Account will not edit on the sub-accounts
- Payment Instructions added or edited on a sub-account will not affect the Master Account or other sub-accounts
- SETTINGS (Default settings for Agreements, Invoices, Currencies, Insurance, and Term Sheets)
- Settings added to a Master Account will populate the sub-accounts unless they already exist on a sub-account (will not duplicate)
- Settings edited on a Master account will not affect the sub-accounts
- Settings added or edited on a sub-account will not affect the Master Account or other sub-accounts
ROLES
- Roles added to a Master Account will populate the sub-accounts unless they already exist on a sub-account (will not duplicate)
- Roles edited on a Master account will not affect the sub-accounts
- Roles edited on a sub-account will not affect the Master Account or other sub-accounts
USERS
- Users added to a Master Account will populate the sub-accounts
- Users with access to some but not all accounts and users whose roles differ on accounts, must be set up on each account
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