Copy an Employee's Cross-Company Access Settings to other Employees

Use Employee Cross-Company Access in the Employee Settings submodule in the Settings moduleto copy an employee's Ccross-Company access settings to other employees.

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 copy an employee's Cross-Company access settings to another employee:

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 account for which you are looking.
3. In the left pane of the Settings page, click Employee Settings > Employee Cross-Company Access.
4. Highlight the employee whose Cross-Company settings you want to copy to another employee.
5. On the grid toolbar, click Copy Cross-Company .
6. In the bottom right panel of the Copy Cross-Company Settings dialog box, select the Company, department, or access role of the employee whose Cross-Company settings you want to overwrite.
7. In the upper right panel of the Copy Cross-Company Settings dialog box, hover over the employee whose Cross-Company settings you do not want to overwritem and click Remove Resource .
   Note: Repeat this step until the only name(s) that are left are the employee(s) whose Cross-Company settings you want to overwrite.
8. In the main panel of the Copy Cross-Company Settings dialog box, select the Company or Companies to which you want the selected employee to have access.
9. Click Okay.