Give access to companies

Decide per user which companies they can work with, or per company which users can access it.

From the user

  1. Go to Users and open the user.
  2. Open the Companies tab.
  3. Tick the companies the user may access. Untick to remove access.
  4. Click save.

If you have many companies, use the search box to find them. Until you save, you see a notice about unsaved changes.

From the company

  1. Go to Companies and open the company.
  2. Open the Users tab.
  3. Tick the users who get access and click save.

Updated on 12 November 2026