Create an account hierarchy

task brazil Updated Sep 10, 2026 1 min read t_CreateAnAccountHierarchy.md
Raw file servicenow.com

Create a parent-child relationship between two accounts.

Before you begin

Role required: One of the following roles:

  • sn_crm_account_data_manager
  • sn_crm_account_relationship_data_manager
  • sn_crm_foundation_data_manager
  • sn_crm_foundation_admin,
  • admin

Procedure

  1. Navigate to All > Customer Service > Customer > Accounts.

  2. Select the desired child account.

  3. Select the parent for this account in the Parent Account field.

  4. Select Update.

    The account hierarchy is displayed in a tree map on the Account form for the parent account.

Search documentation
Search document titles and file paths on the brazil branch