Company Hierarchies

Companies are setup under:

Admin > Companies

Companies are configured in a hierarchy, with each company in the tree having a parent company.

The top-most company (typically the account holder) is the only company that does not have a parent.

This dictates the access of files within the structure. This allows you to create Affiliates of Affiliates.

Sample Configuration:

Main Company can see the records of all companies including its own and that of those below it.

Sub Affiliate Company A can only see their own data, Sub-Sub Affiliate Company A-A's data, Sub-Sub Affiliate Company A-B's data and Sub-Sub-Sub Affiliate Company B-A's data

Sub-Sub Affiliate Company A-A can see their own data only.

Sub-Sub Affiliate Company A-B can see their own data and Sub-Sub-Sub Affiliate Company B-A's data.

Sub Affiliate Company B can see their own data only.

Sub Affiliate Company C can see their own data only.

This is done by selecting the "Parent Company" while editing or adding a company.

You can see what company belongs to what from the company listings page.