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How to remove an existing sub-account in a hierarchical system?

When a client's system is comprised of a Master Account with Sub-Accounts defined [like departments or divisions of a major entity], what is the procedure to remove a sub-account without leaving any orphaned records or breaking of shares, roles, etc.

Ken Ross

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You can follow the procedure outlined in the article "How To Delete A Sub-Account In A Hierarchical Account System", http://support.samaritan.com/hc/en-us/articles/202036893. With a system that is multi-tiered, like departments or divisions, you will most likely need to consider the "Other items to consider in a Hierarchical Account System" as well as the original steps.

Keith Leonard
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Blake Marlon 0 votes
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