Section 5: Adding, Removing, and Updating Subsidiaries

The Subsidiaries Dashboard is a complete view of a Controlling Entity’s organization matrix, including holding companies and aligned applicant businesses.

In this dashboard, users can add, edit, and delete holding companies. Please note that applicant business information cannot be edited in the Subsidiaries Dashboard as applicant businesses provide their information and subsidiary alignment during the MySBA Certifications application process.

Users may search for subsidiaries by using the search feature on the right or using the sorting features in the Subsidiary Name, Parent company, and Address columns.

To view a holding company, simply click on the holding company. All relevant information will pop up underneath the list.

To view an applicant business, click the applicant business in the list. The applicant business' information will appear in view-only mode. Additionally, blue pills containing the names of the aligned subsidiaries will pop up above the list. Users can click on the pills to filter the list or select the “X” next to the subsidiary name in the pill to remove the filter.

To show the entire subsidiary matrix, select Show All in the bottom left corner. To return to the original list view, select Show Fewer.

To add a new holding company, select Add New. Enter the holding company’s name, parent company, address, point of contact information, and relevant notes. Save the entry by selecting Save. Users can cancel the entry by selecting Clear.

Once added, the subsidiary will appear in the subsidiaries list. The listing will grow green to affirm the addition.

To edit a holding company, select the relevant subsidiary and select Edit. Enter all relevant changes and select Save. To cancel any changes, select Clear.

To delete a holding company, select the relevant subsidiary and select Edit. Then select the red Delete Record button in the lower right corner.

A modal will appear to confirm your choice. Select Delete to permanently delete the subsidiary. Users may cancel this action by selecting Cancel.

After confirming the action, the subsidiary will be permanently deleted and a green banner will appear above the list confirming deletion.