Map account relationships (parents and children)

Evergrowth gives you two kinds of relationship mapping on an account. The Relationship map tab draws the org chart of people inside one account, so you can see who reports to whom. Separately, when company hierarchy is turned on for your workspace, you can link one account to another as parent and child, so a holding company and its subsidiaries (or a global account and its regional units) stay connected. This page covers both.

Before you start

The Relationship map tab only appears active on an account whose qualification result is Yes. If the account has not been qualified, or qualification did not land on Yes, the tab stays disabled. Run a qualification first if you need it. See Run a Qualification agent.

Linking accounts as parent and child is only available when company hierarchy is enabled for your workspace. If you do not see the Parent company field on an account or the Child accounts tab, that feature is off for your workspace. Read-only members can view both surfaces but cannot drag, assign, or unassign.

Steps

Map the people inside an account (Relationship map tab)

The Relationship map tab is an org chart of the qualified contacts on a single account. It shows reporting lines between people, not links between companies.

Open the account and select the Relationship map tab. It carries a (Beta) label.
The tab opens in the All relationships view. This is a free-form board of contact cards. Switch to By expertise to group the same people by their expertise area instead.
In the All relationships view, set who reports to whom by dragging one contact card onto another. The card you drop becomes a report of the card you drop it onto, and a “Reports to {name}” branch appears underneath the manager. A banner at the top reminds you: “Drag a contact card onto another to set a relationship. Drag from the sidebar to attach unassigned contacts.”
Contacts that have no reporting line yet collect in the Without relationships side panel on the right. Drag a card out of that panel onto a contact in the board to attach it. Use the search box at the top of the panel to find a name, job title, or expertise area. Hide or show the panel with the Hide without relationship / Show without relationship button.
Use Expand all / Collapse all to open or close every reporting branch at once. Each manager card also has its own collapse toggle, with a count of direct reports.
To re-parent a person, drag their card onto a different manager. Dragging it onto a new card moves the whole reporting branch with it.

The By expertise view lists the same contacts grouped into expertise sections, with a count per group. From each group heading you can launch contact-level agents (Qualification agent, Research agent, Generate plays, Email/Phone finder, Contact finder) or run a workflow against everyone in that group. Filter the groups by Expertise and Type.

Link an account to a parent (Parent company)

Open the account and stay on the Overview tab.
Find the Parent company field. If the account already has a parent, its name shows here as a link. If the account is itself a parent of others, the field reads “This account is a parent.” Otherwise it shows a dash.
To set a parent, select the Assign parent account button next to the field. The “Change account parent” window opens.
Search for the account you want as the parent and select one row (single selection only). The button reads Assign once a row is selected.
Select Assign to confirm. To clear an existing parent, open the same window with nothing selected and choose Unassign.

An account that already has children cannot be given a parent, so the assign control is hidden in that case.

Add child accounts (Child accounts tab)

Open the account that should be the parent. The Child accounts tab appears only when company hierarchy is on and this account does not itself have a parent. It shows a count of current children.
Select Add children. The “Add children for this account” window opens with a searchable, paged list of your accounts.
Use the Search box to narrow the list, then check one or more accounts. The account you started from is excluded from the list.
Select Assign to link them. Each selected account becomes a child of this one.

What happens next

When you set a reporting line in the Relationship map, the change saves immediately and you see a “Relationship updated” confirmation. The board redraws with the new branch. There is no agent run and nothing syncs to your connected source; this is a structural change to how contacts are arranged on the account.

When you assign or clear a parent, you see “Account parent has been updated.” When you add children, you see “Children added to this account,” and the Child accounts count updates. The parent link then shows on each child’s Overview, and the children show on the parent’s Child accounts tab.

The Relationship map board also watches for contacts that are mid-enrichment and refreshes their cards as agent work finishes, so a card you just researched updates in place.