Define Cross-Company Access for a Company and Its Employees
Depending on your role in WorkBook, you can define job access at the company and employee levels in Resources. You can also modify the job access settings in for companies, and in for individual employees.
Note: You must have permission to add, delete, and modify resources to complete this task.
To define cross-company access for all employees:
-
On the main toolbar, click
Resources
.
-
On the right side of the grid toolbar, under the filter icon
, select
Resource Default Grid from the drop-down menu.
-
Select the company whose employee cross-company access settings you want to modify by completing any of the following actions:
- In the Search in Grid field, enter the name of the company, then select it from the grid.
- Click the Filter field next to the Search in Grid field, select Company as your filter, and select the company from the grid.
-
On the grid toolbar, click
Resource Information
/
to display the company card.
-
On the side toolbar of the company card, click
Company Settings
> Cross-Company Access.
-
On the top toolbar of the company card, click the grid options menu
and select any of the following options:
- Allow all employees access to jobs in own company
- Allow all employees access to jobs in all companies
- Deny all employees access to jobs in other companies than their own
- To define the cross-company access settings for individual employees, select each employee and use the column options in the company card grid.