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Advanced Access: Business Areas and Group Access

For organisations with multiple teams or legal entities, access and ownership can be structured using Business Areas and Group (Company) Access.

Business Area

  • Assigning a business area means the user will become default responsible for all items tagged with that area
  • They will see related data and tasks
  • Be included in filters and overviews for that area

Group/Company Access

  • Choose whether the user should have access to specific companies
  • Or enable full group access, which automatically includes any future companies added

Tip: Full group access is best suited for administrators or auditors.


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