To add a subsidiary company into the system, go to Company > Subsidiary Companies in the Left Menu.
Note: You will need to be an admin with the permission to manage "Company Profile" to add new subsidiaries. Learn more about admin permissions here.
On this page, the admin can add new subsidiary companies.
There are two ways a subsidiary company can be added into the system:
(i) Add a subsidiary company only – The subsidiary company would be created in the system and admins from the parent company with permission would be able to manage the subsidiary company. For this option only the details of the subsidiary company are required.
(ii) Add a subsidiary company along with an admin – This option adds a new subsidiary company along with an admin account for the company. The email address of the admin is required to send them the login details. They will have full rights to the subsidiary company.
*Check the "Invite company admin to on-board" box to fill in the details for the new Admin.
An invitation via email will be sent to the admin. Follow the instructions to activate and set up the admin account.
Once the admin account is set up, it will be able to switch between companies by clicking on the Dashboard button against each company in the display (as shown in image below).
Note: The admin needs to have permissions to manage subsidiaries.