Implementation > Import Employee Cross-Company Access
- Chris Vo
- Nicky Harvey
- Kye Hush
When first setting up your WorkBook system, a starting set of data will be imported, including your employee cross-company access if you have multiple companies set up in the system. To import data successfully it is important to understand the data structures and the format required in the import data sheet.
Things to note:
Data is imported once, so it is important to ensure accuracy and consistency prior to uploading.
Not all fields are required at import, optional fields can be added to the system manually at a later date when/as required.
IMPORT CROSS-COMPANY ACCESS
Download the cross-company access import file below.
COLUMN HEADER | FIELD DESCRIPTION | FORMAT | REQUIRED |
|---|---|---|---|
CompId | Company number: The company ID that the employee should have the access. If you have multiple companies set up in WorkBook, a separate set of employee access must be done for each company. If you only have 1 company the ID is always 1. | Number
| Yes |
EmployeeNum | ID of the employee needs to have the cross company access set/updated. Use the same number used in the employee import. The employee number can be found in the Ref Key field in employee settings if you no longer have the Employee import file. WorkBook Resource ID (WB Employee ID) can also be used in case the employee is created manually in WorkBook. Example: if the WB employee ID = 578, then the value in this column will be WB#578.  | Number & Letters E.g. 101, 102, 103 etc | Yes |
EmployeeName | Employee Name: The employee’s first and last name | Text E.g. Jack McGregor | Yes |
Employee’s email address | Text | No | |
WBEmpId | Leave blank | Leave blank | No |
Access role | Leave blank | Leave blank | No |
All | Give this user ALL access? This is normally only given to system administrators 1 = Yes | Number | Yes |
Allow log-in | Allow this user to log into this company? | Number | Yes |
Allow time entry | Allow this user to create a time entry on this company? | Number | Yes |
Allow mileage entry | Allow this user to create a Mileage entry on this company? | Number | Yes |
Allow material entry | Allow this user to create a Material entry on this company? | Number | Yes |
Allow personal expense entry | Allow this user to create an Expense entry on this company? | Number | Yes |
Allow subsistence allowance entry | Leave blank | Leave blank | No |
Allow purchases | Allow this user to create a Purchase entry on this company? | Number | Yes |
Access to jobs | Allow this user access to the jobs on this company? | Number | Yes |
Can create jobs | Allow this user to create a new job on this company? | Number | Yes |
Set job status 0 | Allow this user to set job status to “Quotation” on this company? | Number | Yes |
Set job status 1 | Allow this user to set job status into “In Progress” on this company? | Number | Yes |
Set job status 2 | Allow this user to set job status into “On Hold” on this company? | Number | Yes |
Set job status 3 | Allow this user to set job status into “Ready For Closing/Invoicing” on this company? | Number | Yes |
Set job status 4 | Allow this user to set job status into “Closed/Invoiced” on this company? | Number | Yes |
Set job status 5 | Allow this user to set job status into “Cancelled” on this company? | Number | Yes |
Access to employee | Should this user be able to search for, send a message, and assign a task to an employees in this company? 1 = Yes | Number | Yes |
Can setup employees | Can this user create/edit new employees on this company? 1 = Yes | Number | Yes |
Allow access to finance | Can this user have access to the finance module on this company? | Number | Yes |
Allow access to settings | Can this user have limited access to system settings? | Number | Yes |
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