As a portfolio account you connect a client company in Cenedril using its company key. Open your portfolio overview, enter the key the client provided in the Company Key field, and click Connect. The connected company then appears in the Connected Clients list, and you can switch into its view.
Connect a company
Open the portfolio overview
Sign in with your portfolio account. Cenedril shows your portfolio overview with the Connect New Client and Connected Clients sections.
Enter the company key
In the Connect New Client section, enter the company key in the Company Key field. You receive this key from the client company. The hint below the field is a reminder: ask your client for their company key to establish connection and permissions.
Establish the connection
Click Connect. Cenedril validates the key and establishes the connection. While it processes, the button reads Adding…; afterwards the confirmation Company added successfully appears.
Manage a connected company
Find the company in the list
After connecting, the company appears in the Connected Clients section. Each entry shows name, website, country and year founded, along with the connection date. As long as no company is connected, the overview notes No companies connected.
Switch into the company's view
Click the company in the list to switch into its view. From there you manage the company within the areas that have been released to you.
Result: the client company is connected to your portfolio account, listed under Connected Clients, and ready to manage from the portfolio overview. You connect further companies the same way, each with its own company key.