Manage Companies and Subsidiaries

Concord allows you to create unlimited companies. Companies can either be created as standalone companies or subsidiaries of another parent company.

When connecting a subsidiary to a parent company, the administrator receives a single invoice and can search for contracts from all connected subsidiaries directly from the administrator’s main account. You can add as many subsidiaries as necessary at no extra cost.


Standalone company Subsidiary
Managed independently from other companies Documents will appear in the parent company's search results 
Documents are private and inaccessible to other companies 

Subsidiaries cannot access each others' documents 

Separate billing A user in multiple subsidiaries is billed as a single seat


Switching between companies:

Users that belong to multiple company accounts can switch between companies or subsidiaries. There are two ways to navigate between companies or subsidiaries.

The first way is through the settings menu at the bottom left of Concord.

  1. From the Home page, select the gear icon at the bottom left-hand corner
  2. At the top of the menu, click your company name
  3. From the submenu, select the company or subsidiary from the list the page will automatically update. When logging into Concord, the last company used will be the active company.

The second way to do this is with the Settings for company label at the top of both the Personal information and Message templates pages.


Creating a subsidiary:

If you are an Administrator in your main (parent) company account, you can create subsidiaries. The parent company must be created before any subsidiary can be connected. Parent companies cannot be a subsidiary of another company. 

  1. From the Home page, select the gear icon at the bottom left-hand corner
  2. From the menu, select Settings
  3. You will be navigated to the Personal information page
  4. Navigate to My companies
  5. Click Create company
  6. In the popup, choose to create a subsidiary or a standalone company
  7. For Subsidiaries, you are able to enter the Company name, Description, and which company this is a Subsidiary of

  8. You can either click Create to add the company or click Invite users to the company or subsidiary
  9. If you are opting to invite users to the subsidiary, you see the Invite users popup 
  10. You are able to add a single email or a list of emails. If adding multiple emails, please make sure they are separated by a comma.
  11. You can customize the Email subject and Email message that will be sent with the invite

  12. Click Create and invite to save this Subsidiary and invite your team