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

Use the Employee Cross-company Access submodule to copy an employee's cross-company access settings to other employees.

To use the Employee Cross-company Access submodule, you must have access to Settings as defined in the User Access Rights submodule 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 system, use the drop-down list above the left pane of the Settings screen to select the company containing the employee cross-company access account that you are looking for.
3. In the left pane of the Settings screen, 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 overwrite and click Remove Resource .
   Note: Repeat this step until the only name(s) left are the employee 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 that you want your selected employee to have access to.
9. Click Okay.