Client Profile and Multi-Entity Navigation

1. When to Use Multiple Client Profiles

If you manage more than one entity (for example, a New Zealand entity and an Australian entity), you’ll need to switch profiles to:

• Separate transactions and journal entries by legal entity.

• Ensure forecasts and exposures are recorded in the correct profile.

• Apply entity-specific settings, market configurations, and dashboards.

2. How to Switch Between Entities

1. Check Your Current Profile

   • The entity name is shown at the top of your CNS dashboard (e.g., Mentos Ltd).

2. Open the Client Profile Menu

   • In the left-hand navigation, select Client Profile.

3. Select a New Entity

   • A list of available entities will be displayed (e.g., Mentos Ltd, Mentos Exports, Mentos Bros).

   • Click on the entity you want to switch to.

4. Save Your Selection

   • Click Save to confirm.

   • Your dashboard, settings, and data will now reflect the selected entity.

3. Example: Different Entity Profiles

• Mentos Exports Ltd – Exporter profile, selling NZD and buying foreign currencies.

• Mentos Ltd – Importer profile, buying NZD and selling foreign currencies.
  These are completely separate configurations and must be managed independently.

4. Default Profile

• When you log in, CNS will default to your main client profile.

• If you need to work in another entity, switch profiles before running reports, entering trades, or updating forecasts.

5. Support

If you have any questions about multi-entity navigation, contact support@cnstreasury.com.

Next in the series: In Part 3, we’ll cover business units and hedging portfolios.