Single Branch Access
System Administration > Security > Actions > Edit Single Branch Access
|
Single Branch Access System Administration > Security > Actions > Edit Single Branch Access |
|
Single Branch Access allows you to give a branch access to another branch WITHOUT it being reciprocal. In other words, it allows you to set up branches that can access information from another branch without its information being accessed in return.
NOTE: Keep in mind that once branch access has been set up, every rep added to the branch will automatically get access to all branches his/her home branch can access. In other words, if Branch A can access Branch B, then any rep added to Branch A will automatically be given access to Branch B. Therefore, unless the majority of your reps will have the same access rights as the branch, it is often easier to simply specify access on a rep by rep basis.
If you want to set up reciprocal access for a branch, click here.
If you want to set up branch access on a rep by rep basis, click here.
For a more thorough explanation of security, click here.
Setting Up Single Branch Access
In the Staffing Service field, use 
to select the staffing service that owns the branch for which you want to set up access.
The Branch Access pick list and the Valid Branches pick list display all the branches associated with the selected staffing service. Select the branch for which you want to create access from the Branch Access area.
The Valid Branches area is where you select the branch(es) to which the highlighted branch in the Branch Access picklist has access. Click on a branch to select it.
When you are satisfied with the branch selected, click 
. To allow access to all listed branches, click 
.
The branch(es) selected in the Valid Branches pick list move(s) into the folder of the branch that has access to it (them). A plus (+) symbol appears next to the branch in the Branch Access pick list indicating that the branch has access to other branches. Click on the plus (+) symbol to view the accessed branches.
To send the changes in branch access to the database without closing the Single Branch Access dialog, click Apply. To send the changes in branch access to the database and close the window, click OK. To close the window without saving any changes in branch access, click Cancel.
Related Topics:
|
|