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      Screen access for company

      Admin and reseller can provide rights of different project modules and screens to the company according to the company's needs.

      To get started

      • Login to your account.
      • Go to  Settings > General > Company 
      • Double-click on the account for which you want to provide screen access to the company.
      • Navigate to the Screen Access tab.

        Screen Access For Company tab

      To provide screen access

      • You can use the Add New or Copy From Group from the dropdown list to set or copy screen rights. 

        Screen Access For Company required details 1-1

      Copy from group allows the user to duplicate the configuration from previously created groups so that, the user does not have to select the configuration again if he wants to grant the same access rights to the user. 

      • Select the Project for which you want to provide rights.

        Screen Access For Company required details 2-1
      • Select the Module you wish the company to have access to.
      • According to the module selected you will get a list of Sub Module besides it. Select the Sub Module to which you want the company to have access.
      • On the Screen tab, you can select the permissions which you want to provide the company

      • On the Customize tab, you can hide any screen column you don't want the client to see.


        Screen Access For Company required details 3

      • Click on the Save 💾 icon.