WorkBook

Filter Employee Cross-company Access Accounts

Use Employee Cross-Company Access in the Employee Settings submodule in the Settings module to filter employee Cross-Company access accounts.

To use Employee Cross-Company Access in the Employee Settings submodule, you must have access to Settings as defined in User Access Rights under Settings.

To filter employee cross-company access accounts:

  1. On the main toolbar, click Settings .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the employee Cross-Company access accounts that you want to filter.
  3. In the left pane of the Settings page, click Employee Settings > Employee Cross-Company Access.
  4. On the grid toolbar, click Filter .
  5. In the Filter dialog box, select the filters that you want to use on the list of employee Cross-Company access accounts and click Apply.
  6. To remove a filter, click on X.
  7. Click to close the Filter dialog box.