B2B Buyers can view their account and any additional child accounts that have been created on the “Account Hierarchy” page, accessible from the storefront’s “My Account” page. Buyer Admins can manage the hierarchy by adding and rearranging child accounts, while purchasers and non-purchasers can only view the hierarchy.This may be useful in cases where a buyer account is grouped into child accounts at different state, city, or organizational levels. B2B buyers can view their account and any additional child accounts that have been created on the account. Hierarchy page accessible from the storefronts, my account page. Buyer. Admins can manage the hierarchy by adding and rearranging child accounts, while purchasers and non purchasers can only view the hierarchy. This may be useful in cases where a buyer account, is grouped into child Accounts at different state, city or organizational levels. When a buyer logs-in to the storefront site, they can navigate to their “My Account” section where they can view and manage their “Account Information”, “Account Hierarchy”, “Users”, “Address” and “Payment Information”, and much more. When a buyer logs-in to the storefront site, they can navigate to their “My Account” section where they can view and manage their “Account Information”, “Account Hierarchy”, “Users”, “Address” and “Payment Information”, and much more. Clicking “Account Hierarchy” will open the Account Hierarchy page where B2B Accounts can be viewed and managed. Clicking “Account Hierarchy” will open the Account Hierarchy page where B2B Accounts can be viewed and managed. This is the Account Hierarchy page. All related B2B Accounts will be listed here. Clicking the “Expand All” or “Collapse All” links will expand or hide branches of the hierarchy. This is the Account Hierarchy page. All related B2B Accounts will be listed here. Clicking the “Expand All” or “Collapse All” links will expand or hide branches of the hierarchy. This is the “Expanded” view of the Account Hierarchy page, where we can see all accounts and their relation. There are also controls listed next to each “child account”, such as “Buyers”, “Quotes”, “Account Information”, “Add Account”, and “Edit Parent”. Since we’re logged into the top-level “Parent” account, to edit these same settings, we’d click the “My Account” back navigation control at the top of the page and make those edits there. This is the “Expanded” view of the Account Hierarchy page, where we can see all accounts and their relation. There are also controls listed next to each “child account”, such as “Buyers”, “Quotes”, “Account Information”, “Add Account”, and “Edit Parent”. Since we’re logged into the top-level “Parent” account, to edit these same settings, we’d click the “My Account” back navigation control at the top of the page and make those edits there. Clicking on “Buyers” for a child account displays the users that are able to make purchases for the account, their “Role” and “Status”. Clicking on “Buyers” for a child account displays the users that are able to make purchases for the account, their “Role” and “Status”. Clicking on “Quotes” for a child account displays all of the Quotes that have been created for that account, any relevant “Dates”, current “Totals”, and their current “Status”. Clicking on “Quotes” for a child account displays all of the Quotes that have been created for that account, any relevant “Dates”, current “Totals”, and their current “Status”. Clicking the “eye” icon for a child account displays the Account Information for that account. Clicking the “eye” icon for a child account displays the Account Information for that account. Clicking the “plus” icon for a child account displays a modal window where we can add a “Child Account” under the current child account. To add an account at or above the level of the current child account, we’ll click the “Add Child Account” button right below the “Account Hierarchy” page title. Clicking the “plus” icon for a child account displays a modal window where we can add a “Child Account” under the current child account. To add an account at or above the level of the current child account, we’ll click the “Add Child Account” button right below the “Account Hierarchy” page title. Clicking the “pencil” icon for a child account displays a modal where we can change the accounts’ “Parent Account”, if applicable. Clicking the “pencil” icon for a child account displays a modal where we can change the accounts’ “Parent Account”, if applicable. Clicking the “Add Child Account” button below the “Account Hierarchy” displays a modal where we can add a new Child Account. We’ll select the “Parent Account” from the dropdown, and then add all relevant information. When we’ve added all information to the modal, we’ll click “Create Account”.Buyers can only add child accounts to their current account and descendants – they cannot add more child accounts to their own parent or ancestor accounts. Clicking the ADD child Account button. Below the account, hierarchy displays a modal where we can add a new child account. We’ll select the parent account from the drop-down and then add all relevant information. When we’ve added all information to the modal will click create account. Buyers can only add child accounts to their current account. And descendants, they cannot add more child accounts to their own parent or ancestor accounts. This will add the new Child account to the existing hierarchy. This will add the new Child account to the existing hierarchy. To move accounts within the hierarchy, we can “drag-and-drop” them using the “grabber bar” on the far left. We’ll get a confirmation dialog modal where we can “approve” or “cancel” the move before it takes effect. To move accounts within the hierarchy, we can “drag-and-drop” them using the “grabber bar” on the far left. We’ll get a confirmation dialog modal where we can “approve” or “cancel” the move before it takes effect. The Account Hierarchy section in the KIBO Admin UI displays the parent-child relationship structure for B2B accounts.Click the “expand” arrow icon next to the section header to open the hierarchy in a modal for better visibility. The same complete hierarchy is displayed regardless of which account in the hierarchy we are viewing. The Account Hierarchy section in the KIBO Admin UI displays the parent-child relationship structure for B2B accounts. Click the “expand” arrow icon next to the section header to open the hierarchy in a modal for better visibility. The same complete hierarchy is displayed regardless of which account in the hierarchy we are viewing.

