How to assign a User to Multiple companies
If you have a user who has a requirement to be provided access to multiple companies within the MachShip platform, and there isn't a way that you can facilitate that through the Company Tree structure, MachShip provides you with the ability to link a user to multiple companies.
This will enable the user to alternate between the companies that they are linked to, utilising the permissions that you have provided them.
How to link a user to multiple companies
To create a multi-company link within MachShip, it will be important that you have already created the user and linked them to one of the required companies. In order to see how this can be undertaken, please review the article below:
Once the user has been created navigate through to the edit user page by selecting Admin and View Users
Utilising either the Company filter or the Search bar you can filter down the grid to find your required user:
Select on the cogwheel button on the right-hand side, and then select Edit User:
Scroll down and select Add Company Link
This will prompt the New Company Role modal to appear.
To link this user to another Company, simply type in the company name and select it from the typeahead that returns:
Then assign the role or roles that need to be applied to this user from the supplied drop-down:
Then select the plus icon:
The added role will then appear below as can be seen:
Simply continue to add in any other required roles by repeating the steps above, then save the user link by selecting Save Roles button.
The user and role listing will appear in the grid as below:
To update the user select Save User button:
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