By combining organizations in Boardeaser into a corporate group, the corporate group structure is visualized.
Assemble your group
First, go to the boardroom of the organization that should be at the top of the corporate group hierarchy (the parent company). Click "Administration" and then "Corporate Group" in the left menu. Keep in mind that financial data and key figures can be shared with all users in all organizations within the group.
Start by clicking "Add organization". You now get two choices:
- Membership: if you want to add another organization where you are a user (you must have Administrator permission)
- Email invitation: send the email invitation to a user who is an Administrator for the organization
If you select Membership, select from the "Companies to invite" list which organization to add, then click "Save" to add it.
If you choose the e-mail invitation, you enter the e-mail address of the user in the organization you want to invite. NOTE: it must be the same email address the person uses to log into Boardeaser with so check this with the person before sending the invite.
The person you invite receives an email from Boardeaser with a link to Boardeaser's login. When the person has logged in, "Invitations" are displayed at the top of the browser, where the person can approve that the organization is added to the group.
Go to "Corporate Group" in the left menu and click on "Edit Corporate Group" to open the group structure in editing mode. Here you can remove group companies or add additional companies, including subsidiaries.