Company locations/sub-companies
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Justin J.
In some cases it may be necessary to have partly independent documentation for each location of a company, with some pieces of documentation shared amongst them.
I am thinking along the lines of having sub-companies. So, there would be a "parent" level company, with documentation, and then the ability to create a "sub-company" or "location" underneath that company which would allow an independent set of documentation. However, the companies list would only list top-level companies, not each of their locations, so as to not clutter the list. (or it could list the sub-companies, but allow collapsing)
We have a case where a customer has about 16 locations. Each location will have some independent documentation specific to that location. Some documentation is the same/shared between them.
Currently we'll need to create a separate company for each location, and control the shared documentation probably by creating a psuedo-company. However, this will result in many entries in the company list that are all really the same company.
I guess alternatively, we can create a custom asset Location and tag every piece of documentation to the associated location. This seems like it could get messy in a hurry though.
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Andrew H.
I have this in use now but the portal user for the parent company needs to see all the child companies. Also, I'm seeing many of the same issues as Michael S. such as M386 integration; but in my case the parent company has the tenancy with users/licences for all the subcompanies.
The Hudu Team
complete
In Hudu 2.1.4
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Jeffrey S.
The Hudu Team: yes very nice, but a bit more information about the way it is implemented would be helpful. especially regarding the points mentioned by Michael S in these comments.
My main question is: will a user of parent company be able to see subcompany assets?
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Michael S.
I have a problem related to this when doing portal users. I have a customer that has multiple businesses. I’m going to make up a fake company for an example. Let’s say their company is Potato Group LLC.
Under Potato Group LLC they have Potato Shipping LLC, Potato Chips LLC, and Potato Farming LLC. They use similar staff for each of these companies. For example, the payroll person does payroll for all companies even though they are employed by only one of the companies. The receptionist / assistant person directs calls for all of the companies.
When a user is a portal user (CEO / manager/ etc), will they be able to see all of the locations? Could we have the ability to lock a portal user to a single sublocation / subcompany or give them all of the company as well? This would be useful in giving a sublocation / branch manager access to their location but not stuff that would be company-wide but still give upper-management access to everything. Currently, I have these sub-companies as separate companies in Hudu. This is tough because not all portal users use an email on each company. I have a CEO that is a portal user for one of his companies with his business email and the other company with his personal email because I wasn’t able to give him portal access to all of his companies with a single email / credential which in his case was needed and this is hard to keep track of / manage. This means multiple passwords, multiple MFA codes, etc.
This has been a challenge for documentation. Sometimes there are assets that are used by more than one company. Sometimes there is an asset specific to only one of them. For example, O365. Each company has a separate O365 tenant to be billed separately and keep things separate for each company, so that would be an asset that would be beneficial to have separate under each subcompany/location. Currently, I have the parent company in the documentation and have all of these under one “email” category.
I’m also not sure how to handle this with the O365 integration. Some users have accounts in multiple tenants, for example, Parent company, subcompany A, subcompany B, etc.
Am I able to set up an O365 integration with multiple tenants? I would like to be able to have multiple O365 cards associated with a single contact.
This brings on another question: What if a contact should be in multiple subcompanies / sublocations? Will there be a way to sort each company’s data for that contact to be listed under each company? How will this be done for RMM integrations and assets? In this case, the same computer is used to do work for more than one company, although the computer is owned by one company. This might not always be the same company for each employee. My RMM does not accommodate for this, so they’re currently all listed under the parent company. My contract is also with the parent company.
The Hudu Team
in progress
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Kevin G.
I don't quite get how to add multiple locations for a company. Do I need to create a Custom Asset for office locations?