In some cases, you may need to identify all profiles to which a specific Profile or Unit is connected.
This allows you to:
View all existing linked Party connections.
Understand where a Profile is associated as a Director, Shareholder, or in another capacity.
Gain a complete overview of cross-profile relationships for monitoring or review purposes.
You can follow the steps outlined above if your user role includes the “Ongoing Monitoring” capability. If you do not have this access, please contact your system administrator for support.
1
Open the Monitoring tab in the top navigation.
In the table, locate the required Profile/Unit.
Click on the Profile/Unit name to open the Monitoring results window.
2
In the Monitoring results window, open the Associations tab.
In the Associations tab, review the list of profiles the selected Profile/Unit is connected to.
Explore the list to understand each Profile/Unit-to-profile relationship.
