Grant Security Access to Companies

When you first enable the Multicompany application, no security roles have access to any companies. You must specify which security roles may access which companies' data.

In most situations, you do not want to grant every role access to every company in the enterprise. For example, you may want your project managers to have access to all companies but restrict architects' access to a single company You must complete the following procedure for each security role that should have access to the initial company.

To grant access to a company:

1. On the Navigation menu, click Settings > Security > Rolesin the desktop application.
2. Click Search to select the security role you are modifying.
3. Click the Access Rights tab.
4. From the Functional Area drop-down list, select Companies.
5. In the Available Companies box, select the initial company from the list.
6. Click Add-> to move the selected company to the Companies for this Role box.
7. Click Save.