Configuring company access for people

You grant people access to companies on the People form. You can grant someone access to one company, access to multiple companies, or unrestricted access to all companies. By default, the Unrestricted Access check box on the People form is unselected.

You cannot restrict access to companies that are offline. Offline companies are not available from selection lists, but those companies and their records are available from searches.

To grant a support group access to a company, you must provide access to each person who is a member of the support group. If a single support group supports multiple companies, you might give members of the support group unrestricted access or specify the multiple companies that those members support.

To grant access to a company, you must log in to an account that has access to that company. 

Granting a person access to a single company

Some people require access to a single company.

To configure access to a single company

1. On the Standard Configuration tab of the Application Administration Console, click the View link next to People.
2. Search for and select the appropriate person.
3. Click the Login/Access Details tab.
4. In the Access Restrictions Area, click Update Access Restrictions.
   
   
5. In the Access Restrictions dialog box, and in the Access Restriction field, select the type of company for which you are granting access (customer, generic contact, operating company, or vendor), and then select the company. 
   The figure in this topic shows the Operating Company company type selected. The operating companies are displayed, and ABC Corp is selected.
6. Click Add/Modify.
7. Click Close.
8. On the People form, click Save.

Granting a person access to multiple companies

Some people require access to more than one company, but not to all companies.

To grant access to multiple companies

1. On the Standard Configuration tab of the Application Administration Console, click the View link next to People.
2. Search for and select the appropriate person.
3. Click the Login/Access Details tab.
4. In the Access Restrictions area, click Update Access Restrictions.
5. In the Access Restriction field of the Access Restrictions window, select a company for which you are granting access.
6. Click Add/Modify.
7. Select and add other companies for which you are granting access.
8. Click Close.
9. On the People form, click Save.

Granting a person unrestricted access to all companies

Some people require access to all companies. For example, someone working in Global Support or a Help Desk manager might require access to all companies.

 To grant unrestricted access to all companies

1. On the Standard Configuration tab of the Application Administration Console, click the View link next to People.
2. Search for and select the appropriate person, and then click the Login/Access Details tab.
3. In the Access Restrictions area, select the Yes check box next to Unrestricted Access.
4. Click Save.