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2023-07-31T17:03:58Z

2023-07-31T17:04:06Z

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Can account hierarchy be overriden at a subscription level?

Can account hierarchy be overriden at a subscription level? 

Scope

How to override parent-child relationships on the subscription level?

Do we have an option to change the account hierarchy relationship?

Summary

You will be able to override the site-level account hierarchy set at the subscription level. This feature is useful in the case where a parent can manage one or more subscriptions and other subscriptions can be managed by the child account.

Prerequisite: Your account settings should allow overriding at the customer level.

To update the Account Hierarchy settings, Go to Chargebee Dashboard

Settings

Configure Chargebee

Billing LogIQ

Customers & Subscriptions

Account Hierarchy

> Allow override at customer level

Click Apply

Solution

How to override account hierarchy at subscription level:

After you have configured the account hierarchy settings, please go back to the customer account. If the customer has multiple subscriptions, please follow the below steps:

1. Select one of the subscriptions for which you like to modify the hierarchy.

2. After you are on the account hierarchy page, on the right side of the page you will have an option of “Override Relationship” as shown below:

1. After you click on the option, you will be given the option to confirm (as shown below) your choice and the relationship will be overridden and all the subscription actions will be handled by the child.