You can set up a relationship from either side: add sub companies from the parent, or add parent companies from the sub company.
How do I add sub companies?
Open the company you want to be the parent.
Go to the Sub Companies tab.
Click Assign Company.
Search for and select one or more companies using the checkboxes.
Click Assign Company to confirm. The button is turned off until at least one company is selected.
A confirmation message appears once the sub companies have been assigned.
What does the Sub Companies tab show?
The tab name shows how many sub companies there are, for example Sub Companies (2).
Each sub company has an ellipsis (⋯) menu:
View opens its detail page.
Unassign removes it from this parent.
How do I add parent companies?
Open the company you want to place under a parent.
Find the Parent Companies section in the right sidebar.
Click Assign.
Search for and select one or more parent companies.
Confirm your selection.
A confirmation message appears once the parent companies have been assigned.
How do I remove a parent company?
Open the sub company.
In the Parent Companies section of the right sidebar, click the ellipsis (⋯) on the parent company card.
Click Unassign.
You can also remove it from the parent company. Open the parent company, go to the Sub Companies tab, click the ellipsis (⋯) on the sub company and click Unassign.