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.