Scenario One

Sally works directly for ABC Corporate. 

ABC Corporate has multiple sub companies in their family tree -- Sub company A, Sub company B, and Sub company C.

Sally oversees and is the Primary and/or Billing Contact for the sub companies.

So how can you assign her as such? First, assign Sally a parent member of ABC Corporate.

Next, go to the first sub company's record where you need to add her as the primary/billing contact or to give management access. Click on the Staff tab. (1)

Notice that Sally isn't there if she doesn't work directly at the sub-company. That's okay, you can now click Show Related Contacts (2) and Sally, plus any other associated staff, will appear in the list.

You're almost done! Finally, to the right of Sally's name, click the drop-down arrow in the Action column and select the appropriate option(s).

Repeat the above steps for any other sub-companies that Sally needs to be assigned as the primary/billing contact.

Note: If Sally is not the Primary and/or Billing Contact for the sub-companies, but she needs to have management access, you can simply give her management access to the parent company (ABC Corporate in this example) and then she will automatically have access to all of the sub-company profiles.

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Scenario Two

John works at Sub company A, but also oversees Sub company B and C.

First, confirm that John's parent company is Sub company A.

Next, go to the first sub company's record where you need to add him as the primary/billing contact. Click on the Staff tab. (1)

Notice that John isn't there if he doesn't work directly at the sub-company. That's okay, you can now click Show Related Contacts (2) and John, plus any other associated staff, will appear in the list.

You're almost done! Finally, to the right of John's name, click the drop-down arrow in the Action column and select the appropriate option(s).

Repeat the above steps for any other sub-companies that John needs to be assigned as the primary/billing contact.

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Items of Note

In both of these scenarios, a person will be able to update profile and staff (this is a setting if you don't want those with access to be able to edit staff) information for:

  • Any companies they have management access to or if they are assigned as the Primary or Billing contact.
  • Any sub-companies under a company they have access to. This is automatic, so you don't need to give them access to each separate sub-company if they already have access to the parent.

For both scenarios, remember that the icons next to names have different meanings for your quick reference:

  • Key - User has management access
  • Star - User is primary contact
  • Dollar Sign - User is billing contact

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