|Doc. Number||Article Title||Effective Date||Version|
|FHC-XX||Company Hierarchies||April 28, 2021||Basic|
This article was written to explain Company Hierarchies.
To be able to create a new company, or to manage company types, the permission to do so must be activated. Go to the Admin tab, and select Roles.
Scroll down to the Admin section of the page, and click on the checkboxes next to Create Companies and next to Manage Company Types. When finished, click the Save button at the top of the page.
Companies are set up within the CRM by going to the Admin tab and selecting Companies.
The Companies page will then appear (see the image below).
Adding a New Company
To add a new company, click on the "Add Company" button at the top of the page as shown below.
The page that appears contains several sets of fields for you to add specific information about the company you wish to add.
If you wish this new company to have a “parent company”, make sure to select a parent via the Parent Company dropdown menu.
When complete, click on the Save Company button found at the top of the page shown above. If you have additional companies to add, click on the New button also found at the top of this page.
Example of Hierarchy:
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.
The Main Company can see the records of all companies including its own and that of those below it.
Affiliate A can see their own data, Sub Affiliate AA's data, and Sub Affiliate AB's data.
Sub Affiliate Company AA can see its own data only.
Sub Affiliate Company AB can see its own data.
Sub Affiliate Company B can see its own data only.
This is done by selecting the "Parent Company" while editing or adding a company.
The "Parent Company" of Affiliate A is the Main Company.
The "Parent Company" of Sub Affiliate AA is Affiliate A.
You can see what company belongs to what from the company listings page.