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Note

Where there is a conflict between company access rights and user access roles, the stricter of the permissions will take effect. For example, if the user access role allows access to the Finance & Administration module but in the employee’s company access settings they do not have ‘allow financial administration’ checked for any company, the employee will not be able to access Finance & Administration. For this reason, company access settings are both necessary and useful even for those businesses that do not have multiple companies set-up in WorkBook.

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COMPANY ACCESS SETTINGS

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NUMBER

FUNCTIONALITY

1

The further options menu contains shortcuts to grant or revoke access to multiple companies in one go.

2

All WorkBook companies will be listed in this area.

3

The check boxes are where you can grant or revoke access to different modules or functions within a particular company.

Refer to Employee Settings > Login Settings R13 for the detailed explanation.

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