Editing a Portfolio Company Relationship

Ingrid

To edit a company relationship in the Continuous Monitoring application:

Only Admin, Group Admin, and Portfolio Managers can define company relationships. See company relationship assigning permissions.

  1. Go to a company's Overview page [menu-vendor-risk.png Vendor Risk ➔ Overview].
  2. Select Edit below the Relationship section of the Company Information sheet.
  3. Select an available relationship from the company-info-relationship.png Relationship dropdown. See relationship types.
  • October 2, 2024: Updated instructions.
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