To configure this functionality:

1. Ensure Configuring Accounts is complete.
2. Ensure Configuring Stakeholder Navigator is complete.
3. Grant CRED permissions to the Affiliation object and the Child Account object.
4. Grant View access to the Affiliation tab.

End users can perform the following actions to manage affiliations for accounts:

• Adding Affiliations
• Deleting Affiliations
• Modifying Affiliations

Adding Affiliations

To add an affiliation between two accounts:

1. Select the More Actions menu on one of the accounts you wish to affiliate, and select Add Affiliation. A message displays at the top of the screen to Select an account to add.
2. Select the account you want to affiliate with the first account. Only in-territory accounts are available for selection.
3. Enter the information for the affiliation in the Add Affiliation modal, or select Change to choose a different account.
4. Select Save to create the affiliation.

Deleting Affiliations

To delete an existing affiliation:

1. Select an account with an affiliation and select the Affiliations tab on the detail modal.
2. Select an affiliation from the list.
3. Select Delete.
4. Select OK.

Modifying Affiliations

To modify an existing affiliation:

1. Select an account with an affiliation and select the Affiliations tab on the detail modal.
2. Select an affiliation from the list.
3. Select Edit. The Edit Affiliation modal displays.
4. Modify the fields in the Edit Affiliation modal. Changes to the Influence and Relationship Strength fields are reflected in the affiliation line at the top of the modal.
5. Select Save.