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