Manage relationships with your customers
Learn how to onboard and manage companies that represent your customers
Overview
Our Relationship Manager Portal is your one-stop shop to view the clients and relationships you are responsible for. Here, your organization's clients are represented as
In this guide, we will cover the creation of a new company, assignment of an existing company to an analyst, and editing and deletion of company records.
Add a new company
To create your client as a company in the Relationship Manager Portal and start the onboarding process, click the Add a company button.
This will open the company creation window with the following sections:
- Company info: use it to add the company name and description.
- Contact details: use it to add the name and email of the company's point of contact.
- Users: use it to assign different analysts to be responsible for the company from a dropdown list.
Company name and contact name and emails are mandatory fields, but you do not have to assign an analyst to the record - for example, if the client has not yet been allocated to a manager.
When ready, click the Add company button. This creates a record in the Relationship Manager.
Next, you will see the information request window appear. It is used to onboard your client and request access their financial data. If you are ready to request the data, select the applicable data types and click Request. This will send an email request to the contact email address you listed for the company.
Alternatively, click Cancel. This will take you back to the Relationship Manager, where you can always request the financial data at a later stage.
We talk you through the details of both of these options in our Check spend data guide.
Edit a company
You may want to edit details already stored for a company. To do that, find the relevant company in the list, click the triple-dot menu and select Edit company details.
You will see a pop-up window with the following sections:
- Company info: use it to change the company name and description.
- Contact details: use it to amend the name and email of the company's point of contact.
- Users: use it to assign different analysts to be responsible for the company from a dropdown list.
Update the details as required. When you are ready, click Save company details.
Assign an existing company
If you have previously created companies with Codat, they are available in the Relationship Manager for you to assign to the right analyst.
By default, the Manager displays companies that are assigned to you. To find unassigned companies or those assigned to other analysts, remove the user selection filter. Click Users, scroll through the dropdown list, and untick your name.
This will display an unfiltered list of companies. Then, scroll to the company you want to assign to someone, or use the search bar to find it. Next, click the triple-dot menu and select Edit company details.
In the pop-up window, scroll to the Users section and use the dropdown list to choose and assign analysts to the company. When you are ready, click Save company details.
Delete a company
If you no longer require a company to be available in the Relationship Manager Portal, you can delete it. This action will delete the company record and all the data you previously received from it. As a result, you will no longer be able to access this company's reports in the Portal. This operation is not reversible.
To do that, find the relevant company in the list, click the triple-dot menu and select Delete company.
A warning message will appear, requesting you to confirm the deletion. Click Delete to proceed. The Relationship Manager Portal will confirm the deletion with a success message.
Read next
Next, see how to request financial data from your customers and review the resulting reports: