Company access settings work side by side with user access roles and client access settings to define what datasets can be viewed and amended across the companies within a single WorkBook system.
For example, you may have three different companies, with separate accounts payable (AP) people for each company. An AP employee would have full access to Finance > Creditors via their access role, however, the business may only wish for that AP person to see creditor data from the one company that they are working for; this is where the company access settings step in.
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.
COMPANY ACCESS SETTINGS
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 for the detailed explanation. |