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Associating a company with other companies

Learn how to associate a company with others in Coffee to better manage related business entities and organization structures.

You can link related companies together to keep your organization data organized and accessible.

How to add a company association

  1. Go to Companies in the left sidebar.

  2. Click on the company you want to manage associations for.

  3. Locate the company overview section in the top right.

  4. Click the companies icon where it says "Add association."

    • If associations already exist, they'll be listed here.

  5. Search for the company you want to link and click its name from the results.

  6. Select the relationship type: Parent, Subsidiary, Partner or Other.

Parent – The associated company owns or controls this one.
Subsidiary – The associated company is owned or controlled by this one.
Partner – The two companies have a collaborative or affiliate relationship.
Other – The two companies are associated in a different way.


How to remove a company association

  1. Navigate to the company overview section of the company profile.

  2. Find the associated company you want to remove. The relationship type (e.g. "PARENT") will appear as a label next to the company name.

  3. Click the × icon next to the company name to remove the link.

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