Assigning a Subsidiary to a Partner

The subsidiary you assign to a partner limits the records that the partner can access to those associated with that subsidiary.

To assign a subsidiary to a partner:

  1. Go to Lists > Relationships > Partners, and then click the Edit link next to a partner.

  2. Select from the Subsidiary list and click Save.

Related Topics

Assigning a Subsidiary to an Employee
Assigning Subsidiaries to a Vendor
Assigning Subsidiaries to a Customer
Associate Subsidiaries With Items
Associate Subsidiaries With Shipping Items
Associate Subsidiaries with Entities and Items

General Notices