Real-World Example
ABC Collections has separate Medical and Retail sub-accounts. A Super Admin user reviews the sub-account setup to confirm users and consumers are assigned to the correct business unit.
Visual Flow
How It Should Work
- It should show sub-accounts with their parent creditor context.
- It should support review of consumer and user organization.
- It should preserve parent and child account boundaries.
How It Should Not Work
- It should not detach consumers or users from their intended sub-account.
- It should not mix unrelated creditor sub-accounts.
- It should not break reports or imports that depend on sub-account assignment.
Last modified on July 30, 2026
