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Configuring Account Linkage Types

An account linkage type is a type of parent/child of relationship between customer accounts. For example, employer/employee or organization/member. Once created, users can link two or more accounts based on the relationship defined by the account linkage type. Both accounts remain intact and the Customer|Links page of the Customer Services application displays linkages. For more information on how to link accounts, refer to Linking Customer Accounts.

When creating an account linkage type, you must identify the parent (root) and child (offspring) of the relationship. For example, employer (parent)/employee (child) or organization (parent)/member (child).

The following sections describe how to work with account linkage types: