Overview
Child Members is where you keep track of every upstream member organization (Carrier, MGA, Wholesaler, and so on) that rolls up to your enterprise account, so you can see how each member's agency and agent network is growing and drop into any member's portal when you need to act on its behalf.
What is Child Members?
Child Members is the enterprise-level directory of every upstream member organization owned by your enterprise account. It opens with one row per member showing the company name, category, website, legal address, and live counts of associated agencies and agents, so you can size up your whole network at a glance and step into a single member's portal without signing out and back in.
Who uses it. Enterprise administrators and operations leads at multi-entity carrier or MGA groups who oversee several member companies and need one launchpad for working inside any of them.
What you can do here:
See every member organization that belongs to your enterprise on a single page.
Confirm a member's category (Carrier, MGA, Wholesaler, and so on) along with contact-ready details like its website and legal address.
Track how many agency relationships and agents each member has, so you can spot members whose networks are growing or stalling.
Step into a specific member's workspace to take action inside its portal, then return to your enterprise account.
Find a specific member fast by searching across name, category, website, and address.
Accessing Child Members
Open the Enterprise portal and look at the left sidebar.
Click Child Members (the Network icon). It is the first item in the operational group of links, just below Dashboard and Changelog.
The Child Members table loads with one row per member organization.
What's visible on the page:
Column | Description |
Name | The member's legal name, shown with a circular initials badge to its left. When the member has a Doing Business As name, it appears beneath the legal name as |
Category | The member's upstream entity category, shown as a readable label — for example, |
Website | A clickable external link to the member's site. The address is shown without the |
Legal Address | Street line 1 on the first line and city, state on the second. Either part is omitted if its value is blank, and the whole cell shows — when no address is on file. |
Agencies | The total number of agency relationships (downstream-entity associations) the member has. Formatted with thousands separators. |
Agents | The total number of agents linked to the member through those agency relationships. Formatted with thousands separators. |
Go to Member | An action button at the far right of each row. It appears only when your enterprise account is allowed to enter member workspaces (see the section below). |
When no members have been linked to your enterprise yet, the table is replaced by an empty state: a Network icon, the heading No child members found, and the line "Child members will appear here once upstream entities are added to your enterprise." Pagination controls appear beneath the table once you have more than 10 members.
Switching Into a Member's Workspace
When you'd do this. You need to review or update something inside one of your member companies — check an agency association, work a license question, or follow up on an agent issue — without logging out of the enterprise account and signing in separately.
Find the member in the table. If the list is long, type part of the legal name, category, city, or website into the search box above the table to narrow it down.
Confirm you have the right row by checking its Name (legal name and any
DBA:line), Category, and Legal Address.Click the Go to Member button at the end of the row. Hovering over it shows a tooltip reading
Sign in as <member legal name>.While the switch runs, that button's label is replaced by a loading spinner, and every other Go to Member button on the page is disabled so you can't start a conflicting switch.
Once the switch completes, you are signed in as the selected member organization and routed into its portal.
Note: The Go to Member column only appears when your enterprise account is configured to allow entering member workspaces. If you don't see the button on any row, ask your enterprise administrator (or the Turris team) to confirm that access is enabled for your account.
Tip: Treat Go to Member as a full context switch. Any change you make inside the member workspace is recorded as that member, not as your enterprise account, so double-check the row before you click.
Filtering and Searching
The Child Members page has a single global search box above the table. There are no dropdown or badge filters on this page — searching is the only way to narrow the list.
Filter | Type | Purpose | Example use |
Search | Free-text input | Narrow the list to rows matching across name, category, website, or address. | Looking for a member based in Texas? Type |
The search box matches against four columns: Name (legal name and Doing Business As), Category, Website, and Legal Address (line 1, city, and state combined). It uses a fuzzy match, so typing Premium finds a member named E-Premium even though the characters appear mid-word. The Agencies and Agents count columns are deliberately excluded from search.
Visual Elements
Element | Where it appears | Meaning | What to do about it |
Initials badge (filled circle) | Left of every member name | Two-letter initials derived from the legal name, used as a quick visual ID when scanning the list. | Nothing to act on — it's purely a visual cue to help you locate a row faster. |
External-link icon next to the website | Website column | The link opens the member's site in a new browser tab so you don't lose your place on this page. | Click it to verify the member's public site or grab contact details from there. |
Loading spinner inside Go to Member | Action column on a single row | A workspace switch is in progress for that member. | Wait for the spinner to finish; don't refresh the page mid-switch. |
Disabled Go to Member buttons | Action column on the other rows | Another switch is already running. Only one workspace switch can run at a time. | Wait for the active switch to complete, then click the row you actually want. |
Em-dash placeholder (—) | Website or Legal Address column | The underlying value is empty for that member. | If the missing detail matters (for example, you need the website to onboard a new agency), ask the Turris team to update the member record. |
Skeleton bars | Replace the table on initial load | The page is still fetching the list of child members. | Wait briefly; the rows render as soon as the data returns. |
Frequently Asked Questions
Why don't I see a Go to Member button on any row? The Go to Member action is gated by an enterprise-level access setting. When that access isn't enabled, the column is hidden for everyone in your enterprise. Ask your enterprise administrator or the Turris team to enable it if you need to enter member workspaces.
Why does the table show "No child members found"? Members only appear after upstream entities have been linked to your enterprise account. If your enterprise is newly created, or no member organizations have been onboarded yet, the empty state is shown. Contact your Turris account team to add members.
Can I add or remove a child member from this page? No. The Child Members page is read-only for browsing. Adding a new member upstream entity to your enterprise is handled by the Turris team during onboarding.
What exactly does the Agencies column count? It is the total number of agency relationships — downstream-entity associations — the member has. This matches the agency count shown inside the member's own portal.
What exactly does the Agents column count? It is the total number of agents linked to the member through its agency relationships at the moment you loaded the page.
Will my session inside a member workspace expire on its own? The member-workspace session follows the same expiration rules as a normal sign-in. When it ends you're returned to your enterprise account, and you can re-enter the member workspace at any time using Go to Member.
Can I have two member workspaces open at the same time? No. Switching into a member workspace replaces your active session, and only one switch can run at a time. Finish or leave the current member workspace before switching to another.
Best Practices
Search before scrolling. Use the search box for partial matches across name, category, address, and website rather than scrolling a long list — it's faster and avoids picking the wrong member with a similar name.
Confirm the row before clicking Go to Member. Cross-check the Name, any
DBA:line, Category, and Legal Address when several members share similar legal names, so you don't act inside the wrong workspace.Treat Go to Member as a context switch. Anything you do inside a member workspace is attributed to that member in the audit log, not to your enterprise account.
Coordinate member-access changes with your enterprise administrator. Whether the Go to Member column shows up is an account-level setting that affects every administrator in the enterprise, not just you.
Investigate unexpected counts inside the member, not at the enterprise level. If the Agencies or Agents count looks off, open that member's workspace and review its agency and agent screens directly rather than assuming an enterprise-side data issue.
Need Help?
If you have questions about the Child Members page, switching into a member workspace, or enterprise access settings, contact our support team at support@turris.com.