Edit a company

Update company details, branding and compliance configuration.

Edit a Company

The Edit a Company screen is where you keep your organisation's company registry accurate. Whether a subsidiary has been renamed after a merger, a registered office has moved to a different country, or you need to grant a consulting firm read-only access to a client company's compliance data, this is the single screen where all of those changes happen. Because every processing activity, vendor record, risk assessment, task, and asset in Priverion is linked to a company record, a correction made here immediately ripples through every dropdown, breadcrumb, and report that references this company — no other updates are needed.

How to open it

In the main left-hand navigation, go to Settings.
Select the Compliance Settings section.
In the settings sidebar, click Companies.
On the Companies list, click any company row.

You need the Companies – Read permission to see the Companies list at all. You also need either the Companies – Edit or Companies – Create permission to access the edit form itself. If you hold only the read permission, clicking a company row does nothing. If you somehow land on the edit URL without the required permission, you will see a "Forbidden" message in place of the form.

What you see

The screen uses the standard Priverion layout — top navigation bar at the top, settings sidebar on the left with Companies highlighted as the active item. Unlike many detail screens in DPMS, this one does not show a collapsible element panel on the left; the form fills the full available width, which keeps things clean and focused.

At the very top of the content area you will see a back arrow and the label "Companies" — this is your quick route back to the list. Just below, the word "General" appears in brand blue, indicating the section you are working in.

The main content is a single white card. A thin blue line runs near the top of the card — a visual cue that the record is in an active editing state. Inside the card you will find three input controls stacked vertically: a Name field, a Country selector, and a Consulting Companies multi-select. Below those controls, a yellow warning panel may appear if you configure a consulting relationship. In the upper-right corner of the card, the Save button changes its appearance as you work, moving through idle → saving → saved → error states so you always know what is happening.

Working with this screen

Renaming a company after a rebranding

This is the most common task on this screen. A subsidiary gets a new legal name following a merger or restructuring, and you need that corrected name to appear everywhere in DPMS — in every dropdown, breadcrumb, and processing activity — without re-creating the record from scratch.

On the Companies list, find the company and click its row.
In the Name field at the top of the form, clear the existing name and type the new legal name. The field shows your text in brand blue as you type.
Confirm that the Country field still shows the correct value. If it does not need changing, leave it as is.
Click Save in the upper-right corner of the card. The button briefly shows a "saving" animation, then confirms success.

From this moment on, the corrected name appears everywhere the company is referenced across DPMS. You do not need to update individual processing activities, vendor records, or tasks — the name change is applied globally the instant the save completes.

Heads up: After saving, you remain on the edit form — Priverion does not automatically redirect you to the Companies list. If you want to return to the list, click the back arrow at the top of the page.

Setting up a consulting relationship for a client company

If your organisation acts as an external data-protection advisor for client companies, Priverion can reflect that arrangement by granting your consulting company read-only access to the client's compliance data. This relationship is configured on the client company's edit form.

Open the edit form for the client company (the one whose data will be shared).
The Name and Country fields should already be filled correctly from the initial setup — leave them unless they need updating.
Click inside the Consulting Companies field. A searchable dropdown appears listing all other companies registered in your DPMS. (The company you are currently editing is excluded from the list — a company cannot consult itself.)
Search for and select your consulting organisation. You can select more than one consulting company if needed.
As soon as you make a selection, a yellow warning panel appears below the field. Read it carefully — it describes the exact relationship you are creating, using the company's name and the consulting company's name. For example: "Müller & Partner GmbH will be a consulted company, and [Your Consulting Company] will be consulting Müller & Partner GmbH."
If the warning accurately reflects the arrangement you intend, click Save.

Once saved, the consulting firm's users will see the client company available in their consulting view of DPMS, with read-only access to the client's records. The system automatically sets an internal flag indicating that this company has an active consulting relationship — you do not need to toggle anything separately.

Correcting the country on a company record

The country you assign to a company record helps determine which national data-protection law governs it (for example, GDPR for EU member states, or UK GDPR for the United Kingdom). If an incorrect country was set during initial setup, fix it here.

Open the edit form for the company.
Click the Country dropdown. A searchable list appears.
Start typing the country name — for example "Austria" — and then click the correct result from the filtered list. You must click a result from the list; typing alone is not enough to set the value.
Click Save.

The corrected country is immediately reflected in the Companies table and in any compliance reports that include country information.

Removing a consulting relationship

When a consulting engagement ends, you need to revoke the consulting firm's access to the client company's data. Do this by removing the consulting company from the client's record.

Open the edit form for the client company.
In the Consulting Companies field, locate the consulting company's chip (the tag showing the company name). Click its remove icon (×) to deselect it.
If you remove all consulting companies, the yellow warning panel disappears — this confirms that no consulting relationship will exist after you save.
Click Save.

The internal consulting flag is automatically set back to inactive when the field is cleared. The consulting firm's users will no longer see this company in their consulting view.

Field reference

Name — The display name for the company as it appears everywhere in DPMS: dropdowns, table columns, breadcrumbs, and linked-element references. This field is required. Names consisting only of spaces are treated as empty and will not save. Pre-populated with the company's current name when you open the form.
Country — A searchable single-select dropdown of standardised country values. Determines the national data-protection legal framework that applies to this company. This field is required. You must select a value from the dropdown — typing alone without choosing from the list will leave the field unset. Pre-populated with the company's existing country, if one was previously set.
Consulting Companies — A multi-select dropdown listing all other companies registered in DPMS. Selecting one or more companies here establishes them as consulting advisors for the company you are editing. This field is optional. Clearing it completely removes any consulting relationship. The company you are currently editing is never shown as a selectable option. Removing all selections automatically deactivates the consulting relationship on save.

How this connects to the rest of DPMS

The Companies section is the foundational layer of Priverion. Almost every other object in the system — processing activities (ROPA), vendor records, assets, risk assessments, tasks, and documents — belongs to, or is scoped by, a company record. This means:

Every dropdown that lists companies throughout DPMS (including the company switcher in the top navigation) is refreshed the moment you save a change here. If the wrong name was appearing in that menu, it is corrected instantly.
The consulting-company feature — which gives an advisory firm read-only visibility into a client's DPMS records — is activated and deactivated exclusively from this screen. There is no other place in DPMS where this access can be configured for an existing company.
Creation forms for new objects (such as new processing activities or vendor entries) pull their company dropdown from the same data that is updated when you save here.

After editing a company, you typically return to the Companies list to confirm the change is reflected in the table, or you navigate to the affected processing activities or vendor records to verify the updated name appears there.

Tips & common pitfalls

Heads up: Saving does not redirect you back to the list. After you see the success confirmation, you are still on the edit form. Click the back arrow to return to the Companies overview.

Tip: The consulting relationship is controlled entirely by the Consulting Companies field. There is no separate on/off toggle. To activate consulting access, add one or more companies to the field. To deactivate it, remove all of them and save.

Whitespace-only names are rejected. If you paste a name that accidentally contains only spaces, the form treats it as empty and blocks the save with a validation error. Make sure the Name field contains at least one visible character.
You must click a country from the dropdown list — typing alone is not enough. If you type a country name in the search box and click away without selecting a result, the field remains at its previous value (or unset). Attempting to save without a country selected will trigger a validation error.
A company cannot be set as its own consulting company. The Consulting Companies dropdown automatically excludes the company you are currently editing. If you expect to see a certain company in the list and cannot find it, check whether you have the right edit form open.
Unsaved changes survive navigation within the same session. If you make edits, click the back arrow without saving, and then return to the same edit form, your unsaved edits may still be present. However, a full browser refresh will reload the original data from the server, discarding any unsaved changes.
Network failures do not lose your input. If the save request fails due to a network issue, a toast notification appears and the Save button resets. Your typed values remain in the form — simply try saving again once connectivity is restored.