diff --git a/blog/260430-portal-subsidiaries-page.md b/blog/260430-portal-subsidiaries-page.md new file mode 100644 index 000000000..eef25b556 --- /dev/null +++ b/blog/260430-portal-subsidiaries-page.md @@ -0,0 +1,32 @@ +--- +title: "Subsidiaries view for parent companies in Codat Portal" +date: "2026-04-30" +tags: ["Product", "Update"] +authors: pmckinney +--- + +We are making it easier to view and manage all subsidiaries of a parent company directly from the Codat Portal. + + + +## What's new? + +On **April 30, 2026**, we are adding a new **Subsidiaries** view to parent companies in the [Codat Portal](https://app.codat.io). When you open a parent company, you will see a dedicated Subsidiaries page that lists all of its child companies in one place, with the same controls you already use on the top-level Companies page. + +![Subsidiaries view for a parent company](/img/updates/260430-subsidiaries-page.gif) + +We are introducing the following improvements: + +- New **Subsidiaries** sidebar item is added to any company that has subsidiaries, with a count indicator showing how many child companies it has. +- Dedicated subsidiaries table reuses the familiar Companies table, including search, sort, connection-status filter, and infinite scroll. +- Edit, delete, and link actions are available directly from each subsidiary row, matching the behavior on the top-level Companies page. + +These improvements apply to all parent companies in the Portal and complement the [hierarchical company table](/blog/multi-entity-portal-update) we shipped earlier this year. + +## Who is this relevant for? + +This update benefits all customers who manage multi-entity companies, and is especially useful for enterprise clients working with deep parent–child hierarchies who need to drill into a specific parent and manage its subsidiaries without losing context. + +## How to get started? + +No action is required to benefit from this update. Open any parent company in the [Codat Portal](https://app.codat.io) from **April 30, 2026** and select **Subsidiaries** in the sidebar to view its child companies. diff --git a/docs/configure/portal/companies.md b/docs/configure/portal/companies.md index ca712f651..5ae3b8416 100644 --- a/docs/configure/portal/companies.md +++ b/docs/configure/portal/companies.md @@ -82,3 +82,4 @@ Click on a company to access information pertaining to it: - A brief **Summary** that includes the company's revenue, operating profit, and equity, as well as an activity log. - The **Manage connections** menu that lets you copy the LInk URL and unlink or delete an existing connection. - Company's **Data** and **Data history**, including the [history of dataset reads and their statuses](/core-concepts/status), and uploaded files. +- For parent companies, a **Subsidiaries** menu that lists all child companies with the same search, sort, filter, and edit, delete, and link actions available on the top-level Companies page. diff --git a/docs/spend-insights/guides/onboard-customer.md b/docs/spend-insights/guides/onboard-customer.md index 82ee6249c..6ce35686e 100644 --- a/docs/spend-insights/guides/onboard-customer.md +++ b/docs/spend-insights/guides/onboard-customer.md @@ -89,7 +89,7 @@ You can support your customer on this journey using the following guides: #### View customers -You can view all existing customers in the _Spend Insights_ tab or the _Companies_ tab. If your customer's company has multiple subsidiaries, you can expand the parent company to view its children by clicking on the arrow next to company name. +You can view all existing customers in the _Spend Insights_ tab or the _Companies_ tab. If your customer's company has multiple subsidiaries, you can expand the parent company to view its children by clicking on the arrow next to company name. You can also open the parent company and select **Subsidiaries** in the sidebar to manage its child companies with the full Companies-table controls. ![An image of the Companies tab with a parent company called Abra Kedabra and its subsidiaries highlighted.](/img/spend-insights/companies-multi-entity.png) diff --git a/static/img/updates/260430-subsidiaries-page.gif b/static/img/updates/260430-subsidiaries-page.gif new file mode 100644 index 000000000..4c97109e5 Binary files /dev/null and b/static/img/updates/260430-subsidiaries-page.gif differ