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Subsidiary Managers

KanBo licenses having this feature:

Free

Team

Professional

Business

Enterprise

Strategic

In this article:

Overview

Resources are assigned to subsidiaries. Subsidiary resources are controlled by the manager of a subsidiary. Accordingly, the subsidiary manager can add users, crews, equipment, and materials to subsidiaries.

Only subsidiary managers can view and manage the data of resources assigned to that subsidiary.

Subsidiary managers can navigate through the Basedata Settings section. Here, they can add and edit the details of the subsidiary resources.

Example: There is a drop-down menu in the Resources section because a single KanBo user can be a manager of many subsidiaries at the same time.

See how to:

Assigning managers to subsidiaries

You need the Resource Admin role to edit the subsidiary basedata.

To assign a manager to a subsidiary:

  1. On the Sidebar, select  Resource Management.
  2. Go to Basedata settings.
  3. From the menu on the left, select Subsidiaries.
  4. On the resource, select  Details.
  5. On the Manager(s) section, select the user icon , and then select a user.
  6. Select Save.

Removing managers from subsidiaries

You need the Resource Admin role to edit the subsidiary basedata.

You cannot remove managers from a subsidiary if they are still managing resources for the subsidiary you want to remove them from.

To remove a manager from a subsidiary:

  1. On the Sidebar, select  Resource Management.
  2. Go to Basedata settings.
  3. From the menu on the left, select Subsidiaries.
  4. On the resource, select  Details.
  5. On the Manager(s) section, select the manager and then select Remove.
  6. Select Save.

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