Under the Departments tab, you can manage and control user permissions within the system. Here, you decide which companies a specific person should have access to. By assigning access at the company level, you ensure that each user only sees and works with the companies relevant to their role.
How it works
Under the Departments tab, you can:
Specify which companies a user should have access to
Update permissions when responsibilities change
Only administrators can modify these settings, ensuring full control and preventing unauthorized changes.
What the user sees
Users who have access to specific companies will only see those companies in their view. Companies they do not have permission to access will not appear in the company list or on their dashboard.
Users can also filter by different groups. If clients are divided into, for example, one group for a specific client type and another group for other clients, users can easily filter their view based on these groups to get a clearer and more structured overview.
Benefits
Limited visibility makes it easier to work efficiently. Instead of navigating through a long list of all companies in the system, users only see the companies they are responsible for.
This:
Reduces clutter in the company list
Minimizes the risk of working in the wrong company
Improves focus and workflow
Enhances security
By structuring access through Departments, you create a clearer overview and a more efficient working environment for the entire organization.
