Set Up Access to Companies

If your firm uses the Multicompany feature, you can control a role's access to data by company. Employees in the role can have access to only their home company, or to multiple companies. The list of available companies is based on the companies that are set up in Organization Configuration.

Prerequisite: Select an existing role.

To select the companies that a role can access, complete the following steps:

  1. On the Roles form, click the Access Rights tab.
  2. From the Functional Area drop-down list, select Companies.
  3. Use the Add and Remove buttons to move companies between the Available Companies and Companies for this Role columns, or select Full access to all companies.
  4. Click Save.
Parent Topic: How to Set Up Access Rights