Manage the Company Hierarchy
Administrators can build a Company Hierarchy by assigning related companies to a designated parent company, which is the company at the top of the organizational hierarchy.
From the Admin, create a parent company by editing an individual company (Company Type = Company) and assigning related companies in the Company Hierarchy configuration.
Manage company assignments by editing a parent company and using the Company Hierarchy grid to add or remove companies. Use the Actions control to manage the advanced settings configuration for companies in the organization.
Assign companies to a parent company
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On the Admin sidebar, navigate to Customers > Companies.
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From the Companies grid, open the company detail page to create the assignments.
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To assign additional companies to an existing parent company, select the Edit action for the parent company.
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To create a parent company, select the Edit action for the company designated as the parent.
You cannot create a new parent company from an existing parent or child company.
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On the Company detail page, expand Company Hierarchy, and then select Assign Companies.
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From the list of available companies, choose the companies to assign, then select Assign Selected Companies.
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When prompted, complete the company assignment by selecting Assign.
Unassign companies from a parent company
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On the Companies page, open the company detail page for the parent company by selecting the Edit action.
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View the list of assigned companies by expanding Company Hierarchy.
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Remove the company from the organization.
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In the Action column for the company to remove, Select > Unassign from parent.
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When prompted, remove the assigned company from the hierarchy by selecting Unassign.
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Manage company settings for an organization
Update the Advanced Settings configuration for an organization to apply the parent configuration to all child companies, or to apply the same settings to selected companies in the organization.
During the update process the initial configuration values default to the the current values configured for the parent company. You must change at least one setting to update the configuration for selected companies.
Change the Advanced Settings configuration for multiple companies
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On the Admin sidebar, navigate to Customers > Companies.
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From the Companies grid, edit the parent company by selecting Edit from the Action column.
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On the parent company detail page, expand Company Hierarchy section to view companies included in the organization.
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Select the companies to configure.
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From the Actions control above the grid, select Change company settings.
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Change the settings configuration.
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On the Change company settings page, find the configuration setting to modify.
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Select the Change checkbox to enable the setting.
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Update the value as needed.
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After updating the configuration, select Apply Changes.
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When prompted, select Change settings to update the configuration for the selected companies.