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Creating a Parent Organisation
Creating a Parent Organisation

Link all your subsidiary clients to their holding company.

Kat McDevitt avatar
Written by Kat McDevitt
Updated over 2 years ago

If a number of your clients belong to a parent company or a holding company, you are able to organise the subsidiary clients under a Parent Company. This will allow you to group and view all the projects, booking and form submissions by the Parent Company. Clients are only able to be stored under one parent company, if they're added to a new organisation they will be removed from their previous organisation.

How to create Parent Organisations

  1. Navigate to Clients

  2. Select Parent Organisations on the top toolbar.

  3. Select + New.

  4. Add the Clients from the drop down menu.

5. Create

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