Relationships, Roles and Permissions for a Company

After setting up your company, you can create relationships between persons and companies, assigning roles with various permission levels to help you manage it effectively.

Below you will find the steps to add and remove relationships, assign new roles and edit permissions. 

Add a Relationship

To create a new Relationship:

  1. Go to Businesses > Select the company for which you want to create a relationship.
  2. Go to Corporate Structure.
  3. Click on Corporate Structure.
  4. Click on Add Shareholder/New Role > search for the role in Role Search > Select the Type of entity (Myself, Individual or Business).
  5. Enter the individual/company details.
  6. If the Relationship is with a Company, an additional window will appear to fill in its details.
  7. Confirm the invitation.

Relationships.png

Note: to change the entity's Role (individual or company), you need to delete the current relationship and create a new one with the new role. The entity will receive a new invitation that they must accept. 

Remove a Relationship

You can remove a relationship by following the next steps:

  1. Go to Businesses.
  2. Select a Company > Go to Corporate Structure.
  3. Click on Edit Structure in the right hand corner.
  4. Select the entity and click on the Trash icon.
  5. Select Yes to confirm this action.

Delete Relationships.png

Edit Permissions

You can edit the permissions assigned to a specific entity (individual or company) by following the steps below:  

  1. Go to Businesses.
  2. Select a Company > Go to the Corporate Structure section.
  3. Click on Edit Structure in the right up corner.
  4. Select the entity and click on the Pencil icon.

Edit Relationships.png

Managing Roles and Permissions for Individuals and Companies in Your Business

When inviting individuals or companies to join your company as shareholders, directors, CFOs, etc., it's crucial to assign them specific roles and permissions. Here's what you need to consider:

  • When you assign a person in your company to the administrator level, they will have access to all your portfolios, including their settings, and will be able to access all documentation. However, this does not apply when assigning the administrator level to a company within your organization. Please see the table below: 

Tabla relationships.png

  • If a person is given administrator permissions, they cannot be removed from a Portfolio directly. To remove them, you must either downgrade their permission to reader or remove them from the company altogether.
  • Being an administrator for your company is different from being an administrator for one of your Portfolios. A person who is an administrator in your company will have admininstrator level access to all your Portfolios. However, any person that is an administrator for a specific Portfolio will only have administrator access to that particular Portfolio.
  • If you need someone who is not part of the company (such as an employee, for example) to have access to manage a Portfolio, use the Portfolio Team Members tool. Click here for more information about Portfolio Team Members.

By carefully managing roles and permissions, you ensure that individuals and companies can only access the information and tools they need, keeping your business secure and well-organized.