Permissions
Permissions are used to display, hide, or segregate information according to the Companies setup in your organisation. In addition to confidentiality, in an organisation with many branches, with their own Accounts , customers and work processes, this lets those branches work autonomously without the possibility of interfering with each others’ data.
Enable Global Course Template List
Default Setting: No
If this is on, all your Companies will be able to view all the Course Templates .
If this is off, you’ll be able to manually select which Company each Course Template is applicable to, in the Course Template screen. This includes the choice of selecting all the Companies, but you’d have to set this on a per Course Template basis.
Choose the Company a Course Template belongs to.
Enable Account Segregation
Default Setting: No
If this is on, you’ll be able to select which Company an Account is applicable to, in an Account’s screen. This includes being able to select all Companies (‘Everyone’), but you’d have to set this on a per Account basis.
If this is off, all your Companies will see all Accounts.
Disabling the account segregation will enable you to manually choose the company the account is applicable to.
Enable Workflow Segregation
Default Setting: No
If this is on, your Event Workflows will be restricted by the Company that created it. For example, if your Edinburgh Company created Event Workflows, your Glasgow Company wouldn’t be able to view / use it.
If this is off, all your Companies will be able to view all the Event Workflows.
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