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Assign Companies to a User

Set the default company, and a list of companies a user has access to.

James Ross avatar
Written by James Ross
Updated this week

As an administrator, you can set the default company for a user or another administrator. An administrator can only use the companies that are available on their own profile and have access to.

Set a User's Default Company

  • From the Settings menu

  • Select the Users button

  • Open the specific user

  • Select the default company

Set a User's Available Companies

  • While on the user detail screen

  • Add additional companies in the available companies area

  • User will only have access to these companies

As an administrator, you do not have access to all companies by default. This is so that the system can control which administrators have access to which companies and additional functionality, such as creating and deleting companies.

Click here to understand how the global company list permission works.

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