Skip to main content

Notifications

Announcements

No record found.

Small and medium business | Business Central, N...
Suggested answer

Efficient way to assign multiple companies to user

(0) ShareShare
ReportReport
Posted on by 5

Dear Community,

We are a company providing accounting services for other companies and have recently migrated to Nav 2017. We have teams working on different companies but within the same database. I am struggling to create a efficient way of providing access to staff whenever we have a new company.

Below is for illustration purpose.

Scenario 1

We have say about 100 employees working in 4 different teams. Team A signed a contract with a new client. Administrator received the relevant information from Team A and proceed with the creation of company. Administrator is required to go through the list of 100 users and give access only to Team A members. 

Is there any way we can maintain a group in Nav 2017 so that we can just assign the group to the new company created?

Scenario 2

A new staff joined Team A. Administrator is required to give the new staff access to all Team A companies and this can only be done one by one.

Is there any way we can maintain a group in Nav 2017 so that we can just add the staff directly to the group and he/she will be able to access all companies?

Thank you all in advance.

Regards,

Zhenhui

  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on at
    RE: Efficient way to assign multiple companies to user

    Hello,

    If you create a new user, you have the option to create a Windows Group.

    pastedimage1603121382865v1.png

    In the Windows User Name field, you can add the name of the group like DOMAIN\All Users. 

    Thanks

  • Zhenhui Profile Picture
    Zhenhui 5 on at
    RE: Efficient way to assign multiple companies to user

    Hi Marco,

    It seems like the solution I am looking for but the link does not really provide any guide on how to set it up. I tried to search online and other forum but to no avail. It will be great if you have any documentation which I can refer to.

    Thank you once again. 

  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on at
    RE: Efficient way to assign multiple companies to user

    Hello,

    Ah yes, I think you are looking for Windows Group functionality. Maybe this is a better resource then:

    docs.microsoft.com/.../license-types

    Thanks.

  • Zhenhui Profile Picture
    Zhenhui 5 on at
    RE: Efficient way to assign multiple companies to user

    Hello Marco,

    I have tried that previously but user group is more for restricting access i.e. inventory team vs sales team. Assigning of companies unfortunately is still manual even when they are in a group.

  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on at
    RE: Efficient way to assign multiple companies to user

    Hello,

    Maybe this helps:

    docs.microsoft.com/.../managing-user-groups

    Thanks.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,711 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,458 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans