Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Firstly, you need to make sure that you already created Parent-Child relationship between a Mother company and its Subsidiary companies: Go to Mother company account details → scroll to the section RELATIONSHIPS → click image-20241113-121801.png to add “Child” relationship with its subsidiaries. Or go to each subsidiary company account and add “Parent” relationship with its Mother company.

...

  1. Secondly, to control manage your subsidiary companies on portal, you need to add a (Portal) User Account to mother the Mother company so that mother the Mother company can use that account to access to Portalportal: Go to Mother company account details → scroll to the section USER ACCOUNT → click image-20241113-121801.png to add a new user account. If you already have the existing accounts, just use them for the next step.

...

  1. On Portal, login with the mother Mother company’s user account (which is created in the previous step). You will see the landing page.

  2. On Company menu, select the a company to view its data.

    1. You can select the mother company and then you can view Mother company to view its frame agreements, application, guarantees of the mother companyand guarantees. As usual, you can create applications under the Mother company and send them for approval.

      image-20241031-120723.png

    2. You can select one of subsidiary companies and then you can view in the list to view its frame agreements, application, and guarantees of the selected subsidiary company. If mother Mother company shares frame agreements with its subsidiary, you can see the shared frame agreement on in subsidiary company. In addition, you can create applications for subsidiary companiesunder the selected subsidiary company and send them for approval.

      image-20241031-120742.pngimage-20241031-120755.png

For Subsidiary company users

As usual, if subsidiary company logs in with its you log into portal using a Subsidiary company’s portal user account, subsidiary company will see only its datayou can only see frame agreements, application, and guarantees of that Subsidiary company. In addition, you can create applications under that subsidiary company and send them for approval as normal.

...