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User Management in Multi-Company Dashboard

Manage access and roles for users across parent and subsidiary companies in Hyver.

Updated over 4 months ago

Overview

This article explains how user access works in a multi-company setup within Hyver. You'll learn how administrators and power users can manage membership across parent and subsidiary companies, and how authentication methods impact the login experience.

If you're managing access between multiple entities, this guide helps ensure a smooth experience for your team without extra registration steps.


Who Can Access What

  • Parent-company administrators or power users can view:

    • The Multi-Company Dashboard

    • Aggregated risk data

    • Basic KPIs for subsidiaries

  • To access detailed data for a subsidiary (e.g., findings, plans):

    • The user must be a member of that specific subsidiary.


Adding Members Across Companies

In a multi-company setup, all members belong to the same organization. This means you can add existing users from the parent company to a subsidiary (or vice versa) without making them go through the standard registration process.

Here’s how it works:

  1. A Hyver administrator uses the regular Defining Members workflow.

  2. The member receives an email notification.

  3. No registration is needed — the account is automatically activated for the new instance.

This applies to:

  • Adding a parent-company member to a subsidiary

  • Adding a subsidiary member to the parent company


Customizing the Multi-Company Dashboard Experience

If you're using Hyver in a multi-company setup — especially as a Service Provider (MSSP) or part of a Private Equity (PE) firm — you likely need a dashboard experience that reflects the way your organization actually works. That includes the language you use and the data that’s most relevant to you.

Hyver offers two customization options to help you tailor the dashboard:

  • Custom terminology

  • The option to hide the aggregated mini-dashboard

Let’s look at both.


1. Use Custom Terminology

You can define the terms that appear across the dashboard to better align with your organization’s structure. For example, instead of “Parent company” and “Subsidiary,” you might prefer to use “Service Provider” and “Client” — or any terms that suit your setup.

How to customize terminology:

  • Go to Settings > Company profile

  • Define your preferred terms for:

    • Managing entity (default: Parent company)

    • Sub-entity (default: Subsidiary)

Once set, these terms will replace all default labels in the dashboard interface.

Default terms: Parent, Subsidiary

Who can change this: Only Admins can modify these settings.

This flexibility helps you align the platform vocabulary with how your team communicates — whether you're managing portfolio companies, business units, or clients.


2. Hide the Aggregated Mini-Dashboard

In some setups, especially where companies under the same Hyver account are not directly related, the aggregated mini-dashboard (which displays combined exposure and maturity data) may not be useful.

To keep the interface focused on individual entities, you can choose to hide this section.

How to hide the aggregated mini-dashboard:

  • Go to Settings > Company profile

  • Toggle the Aggregation widgets option to Show or Hide the mini-dashboard

By default, the mini-dashboard is visible.

When hidden, the layout will adjust to show only individual company data, making the dashboard cleaner and more relevant to your needs.

This setting is available in Parent company settings only.
Who can change this: Only Admins can modify this setting.

Together ("Use Custom Terminology" + "Hide the Aggregated Mini-Dashboard") these options give you greater control over how Hyver looks and feels — so it works the way you do.


Authentication and Seamless Access

  • If the same authentication method (e.g., SSO or credentials) is used in both instances:

    • Users can switch between the parent and subsidiaries without logging in again.

  • If different methods are used:

    • The user will be asked to log in again when switching between instances.


Wrap-up / Next Steps

Managing users across multiple Hyver instances doesn’t have to be complicated. With automatic registration and shared organization membership, you can quickly grant the right access where needed. Just keep authentication methods in sync to reduce login friction.

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