Permissions: Company Relationships

Company relationships can be defined either locally in the company information or automatically through Vendor Discovery and fourth party identification.

4th party relationships can be defined in the Manage Service Providers page [ Settings ➔ Manage Service Providers].

• Define Company Relationships
• Manage Service Providers

See permissions key and other actions.

Define Company Relationships

Actions

Define your organization’s company relationship with another company.

Permitted Roles & Details

✅ Admin

✅ Group Admin – Define companies subscribed to your group (group access).

➖ Internal Business User

➖ Operations

✅ Portfolio Manager – Define companies subscribed to your group (group access).

❌ User

➖ View Only

Manage Service Providers

Actions

• Define relationships between your company and another company as a 4th party.
• View added service providers.

  Added service providers are only visible to your organization.

Permitted Roles & Details

✅ Admin

✅ Group Admin

➖ Internal Business User

➖ Operations

✅ Portfolio Manager

✅ User

➖ View Only