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Answers & Best Practices

Creating Franchise Accounts with Multiple Clients Underneath

Setting a Parent Account in MediaOS allows you to connect two separate accounts for the purpose of creating proposals/contracts and invoices. What this means in MediaOS is that when you are building a proposal, and you need to specify the various contacts (Billing, Sold To, Production), you will have access to the contacts within both the Parent Account and the Sub Account. 

  1. Click Accounts on the left hand menu. 
  2. Create an account for the parent franchise. 
  3. Create additional accounts for the other separate franchises or agents underneath the parent franchise. 
  4. Then, click on one of those accounts and select Edit on the top right.
  5. Click the drop down menu under Parent Account
  6. Type in and select the account you want to set as the parent franchise. This means if you pull someone from the parent account into a contract, you’ll be able to access all of the contacts for that account but it still keeps all of your billing separate. 
  7. Click Save in the bottom right corner. 
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