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

Efficient way to assign multiple companies to user

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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

I have the same question (0)
  • Suggested answer
    Marco Mels Profile Picture
    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
    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
    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
    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
    on at
    RE: Efficient way to assign multiple companies to user

    Hello,

    Maybe this helps:

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

    Thanks.

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