Establishing a parent-child relationship

You can establish a parent-child relationship between two companies. Infor staff can initiate a request to establish a relationship. The request must then be approved by users with the Admin role of both the parent and child companies in CSSP before the relationship is established.

You can perform these parent-to-child actions:

  • Parent-to-child local package deployment. Parent companies can create local packages and then deploy those packages to child tenants. The parent-to-child local package deployment feature must be enabled by Infor. To enable the parent-to-child local package deployment, create a support case in Infor Concierge.
  • Parent-to-child refresh. The data from the parent company tenant can be refreshed to its child tenants through the data refresh on the Environment or CloudSuite pages in CSSP. The parent-to-child refresh feature must be enabled by Infor. To enable the parent-to-child refresh, create a support case in Infor Concierge.
  1. Contact Infor to start the process. A request to establish a parent-child relationship is displayed on the Tasks page of both the parent and child companies.
  2. Sign in to CSSP as an Admin user of the parent company.
  3. Click the Tasks icon on the CSSP page ribbon.
  4. Under the Current Tasks field, click Click to Complete.
  5. To approve the request, in the Comments field, specify an approval message and click Approve.
  6. To reject the request, in the Comments field, specify an explanation and click Reject.
  7. Sign in to CSSP as an Admin user of the child company and perform steps 3-6. When the Admin users of both companies receive an approval for the request, the parent-child relationship is established, and you can perform the parent-to-child actions.