User access to one or more companies
Company access reuses the same users. A role in one company does not automatically expose every company owned by the administrator.
Last reviewed
Before you start
Select the correct company and verify permissions. Learn in a test workspace; posting or restoring can change actual data.
Workflow
- Open Users and company access, then select the employee to review.
- Review the companies you can manage and select only the intended company.
- Assign the appropriate role in that company and save; review access after switching companies.
- When access is no longer needed, revoke it for that company and review the action log.
Watch this distinction
Also test as the employee; an owner account does not represent normal user restrictions.
Verify the result
Reopen the record and check saved values and state. For financial operations, compare the document with the relevant movement and report before continuing.