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Click the Estate ID on the Estates page.
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Click Edit in the View Estate dialog box.
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On the Associated Companies section, click Add Associated Company and select one or more companies from the list.
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An associated company has limited access to the estate and can only place requests for its own users on the Estate Users page.
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Select Designated Estate Admin Company (DEAC) check box to provide DEAC permissions to an associated company.
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If you select Designated Estate Admin Company for an associated company, members of that company are able to view all the estate group owner company users and associated company users.
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A designated estate admin company can place requests and submit requests for all estate group owner company users and associated company users on the Estate Users page.
To add a DEAC, you must add an associated company and select Designated Estate Admin Company and click Save. This allows the new DEAC to place and submit requests for associated customers.
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On the Estate Support section, provide the estate support details like the estate technical contact information and so on.
The estate users and application users of the estate receive a welcome email with the estate support details when:
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The user is not a Smart Community or Smart Support user and
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The estate details has support contact information.
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