Adding an Independent Account

Independent Accounts are not part of any hierarchy; they exist separate from the Corporate Account hierarchies in your system. It's possible to configure MetraNet with only independent accounts, only hierarchical accounts (referred to simply as accounts), or a mixture of both.

 Note

Creating/updating independent accounts does not require the Create subscriber accounts nor the Update subscriber accounts capabilities.

However, to create or update an independent account, you do need the Manage independent accounts capability.

Independent accounts cannot:

Since independent accounts can not redirect their charges, they must be marked as billable.

 Note

To manage an independent account, you need to find it by searching for it (see Find an Account), as independent accounts do not appear anywhere in the Hierarchy tree view

Steps

To create an independent account, do the following:

  1. Ensure you're viewing the menu; if you don't see the menu on the left side of the screen, click the Menu link.

  2. Click Add Independent Account in the Actions section of the menu.

  3. Complete the fields in the Add Account screen as you would for any account. See Adding an Account for details.

  4. Click OK. The Add Account Summary page appears with summary information about the newly created account.

  5. Click Close. The Account Summary page for the account appears.