This process allows you to grant specific company access to a user, enabling them to manage and view data related to that company. Useful for controlling user permissions based on their roles.
How to Assign a Company to a User?
Step 1. Access the User Section:
Log in to your Primary (Main) Account.
Navigate to the User & Roles section.
Step 2. Assign the Company:
Click on "Assign Company".
A drop-down menu will appear.
Search and select the required company from the list.
Step 3. Finalize the Assignment:
Click on "Assign Company" to give the selected user access to the chosen company.
Important Notes:
Full Access by Default:
If the user has been assigned full access by default, they will automatically have access to all companies without the need to assign them individually.
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How to remove excess of a Company from a user ? Click here
