How to merge several companies into one holding/company group

Make connections between accounts in bpm’online to facilitate centralized communication and work flow between accounts. Use the chart to manage relationships with parent and subordinate accounts.

To view the location of an account within the relationship structure, open the [Connected to] tab of the account page. Currently selected account is highlighted in orange (Fig. 1).

Fig. 1 Company group chart

 

Click the button to view the company's relationships chart. Click the  button to switch to the list view.

The chart only shows the “Holding company – Affiliate company” type connections of the account.

Note

You can change the type of the displayed connections using the “Connection type - "Parent account” system setting.

Let's create a holding company structure that includes subordinate companies with branches. To do this:

1.Open the page of the holding account and go to the [Connected to] tab.

2.Click the [Add subordinate company] button (Fig. 2).

Fig. 2 Adding an subordinate company

 

3.In the displayed field, enter the name of the subordinate company that you want to create aconnection to. Select a company from the list (Fig. 3) or create a new one by clicking [New...].

Fig. 3 Connecting the holding company to the subordinate company

 

4.To add more subordinate companies, select the holding company in the chart and click the existing workplace, select it in the workplace list and click the “+” button (Fig. 4).

Fig. 4 Adding a second subordinate company

 

5.Click the [+] button to add subordinate connections.

6.In the displayed block, enter the name of the subordinate company.

7.In the similar way, add the subordinate company branches.

Note

To delete a connection between accounts, select the company connection you want to delete and click the “x” button.