This feature is to allow a mother company to view its subsidiary companies' data (frame agreements, applications, guarantees) using only one mother company’s portal user account.
To enable this:
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For Mother company users
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 and → scroll to the section RELATIONSHIPS → click
to add “Child” relationship with its subsidiaries. Or go to each subsidiary company account and add “Parent” relationship with its Mother company.
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Add an Secondly, to 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 Portal.
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to portal: Go to Mother company account details → scroll to the section USER ACCOUNT → click
to add a new user account. If you already have the existing accounts, just use them for the next step. Here you can create multiple accounts for each Mother company’s user.
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On Portal, login with the mother Mother company’s user account (which is created in the previous step). You will see the landing page.
On Company menu, select
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a company to view its data.
You can select the
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Mother company to view its frame agreements, application,
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and guarantees. As usual, you can create applications under the Mother company and send them for approval.
You can select one of subsidiary
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companies in the list to view its frame agreements, application, and guarantees
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. If
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Mother company shares frame agreements with its subsidiary, you can see the shared frame agreement
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in subsidiary company. In addition, you can create applications under the selected subsidiary company and send them for approval.
For Subsidiary company users
As usual, if
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you log into portal using a Subsidiary company’s portal user account,
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you 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.
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