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Set a Default Group Company

If your organisation has multiple group companies but typically works with one (or a few) across contracts and processing activities, you can mark a company as a default.

It will then be added automatically whenever a new contract or processing activity is created — regardless of which user creates it or which companies they have access to.

How to Set a Default Group Company
  1. Go to Legal Entities > Group Companies.
  2. Find the company you want to set as default.
  3. Click the overflow menu (three dots) next to the company.
  4. Select Set as default group company.

Set as default group company

You can set more than one company as default if your organisation needs multiple companies pre-selected on new records.

Where the Default Applies

The default group company is added automatically when a new contract or processing activity is created. Users can still adjust the selection during creation if needed.

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