Company Structures

There are currently two main types of company structures that can be utilized in Vantage:

Company

A Company represents a single entity imported from an integration, such as Q360. This is the most prevalent form of company structure.

These are automatically created when data is imported from an integration.

Group

A Group comprises several related companies that, when combined, represent a larger corporate entity. This structure is advantageous for companies with multiple divisions or subsidiaries.

Before creating a Group, all constituent child companies must be established. The Group itself is essentially a framework for consolidating and viewing the data from its child companies in a single dashboard.

Groups are created by the developers upon request. Please confirm all child entities are configured correctly before requesting a Group.

Important Considerations:

• Modifications to data within a Group actually affect the data of the child companies.
• The Group serves primarily as a unified interface for data aggregation.

Note: A new structure, Multi-Tenant, is under planning but not yet implemented. It is designed for MSPs (Managed Service Providers) to manage and view all their clients from a single platform. This structure is particularly beneficial for entities like Presentation Products, which handle numerous clients.