New Account Hierarchy

The New Account Hierarchy is used to create a new Account hierarchy with Traveler Groups. A maximum of eight Traveler Groups may be added between the Account and Traveler profile levels.

Once a Traveler Group has been created in the hierarchy, this level in the hierarchy cannot be deleted. However, even though the level may not be deleted, the named Traveler Group profile can be deleted. Before deleting a Traveler Group profile, all travelers associated must first be unassigned.

Note: To add a Traveler Group to an existing Account hierarchy, use Open Account Hierarchy.

To create a new customer account with a Traveler Group,

  1. Select the Profiles menu, then select Hierarchy with Templates, and then select New Account Hierarchy. 

  2. In General tab complete the following information:

    • Name (required): type the name of the company (Account). 

    • Description (optional): briefly describe how the hierarchy will be structured. 

    • Associate to profile hierarchy: click on the link and associate the new account to a work area branch (WAB). 

  3. Click Save.

  4. Click the Details tab.

  5. Highlight the new account template just created, then click the Add Group Level button to add a Traveler Group.


  6. Enter a generic group name and description. For example, you could enter a group name of Departments. The various Departments (e.g., Human Resources, Training, Development) are later defined when the new Account profiles are created against this template.

  7. Click Save. The new Traveler Group will now be shown in the hierarchy. This procedure can be repeated to add more groups. The order may be altered by highlighting the group and using the Move Up and Move Down buttons.

  8. The Traveler Groups now need to be created. Select the Profile menu, then select New Profile.

  9. In the Profile Type, select Traveler Group and then click on the Traveler Group in account link.

  10. Search for the Account name, select it, and click on Set.

  11. Complete the information in the General tab. The Traveler Group is automatically assigned to the Account Profile in the hierarchy.

  12. In the Traveler Group Details section, name the new Traveler Group Profile.

  13. Click Save.

Any preferences and contact details may also be entered in the Traveler Group details. Ensure the Profile is saved. 

This procedure must be followed for every Traveler Group within this Account’s hierarchy. For example, should this company have four departments (Sales & Marketing, Procurements, Accounts Dept., and Management), then four new profiles should be created.