Create account with overlapping partners

Two accounts may have overlapping partners – this can happen if two accounts are in overlapping regions, such as the Amsterdam Metropolitan Area and the province North Holland. However, doubly entering results is cumbersome and therefore undesirable. To avoid having to double up, it is possible to include partners in both accounts and duplicate the results.

In order to do this, for each account a partner is created, however one will be the ‘main partner’ and one the ‘sub-partner’. The ‘main partner’ account is the one where the results are entered. The ‘sub-partner’ account is the one where the partner is linked to, meaning the results are automatically copied to it. This applies to all results, both new and past ones, as well as related notes.

Please note: once a partner has been created, it cannot subsequently be linked to a ‘main partner’. Neither can a link be removed once it has been created.

To create an account with overlapping partners, follow these steps:

1. Select 'Partners' in the menu on the left-hand side of the screen and click on 'Add new partner' afterwards.

2. Create the ‘main partner’ as described under Add Partner in Add new Partners and their users

3.