Platform user with limited access to specific legal entities

To restrict user access to all legal entities, you can configure access rights accordingly.

You can choose to manage access through a user group or by adding individual users. Using a user group streamlines the process of granting access to multiple users for the same legal entities, now and in the future. For example, when onboarding new colleagues or extending access to other teams such as Finance that require the same permissions across specific legal entities. 

Limited access to specific legal entities through a user group.

The following steps will guide you through this process:

1. Create a role without 'View all' and 'Edit all' permissions: Define the role of these users. Make sure the boxes 'View all' and 'Edit all' are NOT selected. 
2. Create an user group: Use the same name for the user group as the role to ensure a streamlined process.
3. Grant access to the specific legal entities (permissions): Go to the ‘Settings’ of the relevant legal entities and navigate to ‘Permissions’. Add the user groups with view or edit access to this legal entity.
4. Add the users with the correct role and user group: Add the new user(s) to Corporify, ensuring you assign the role created in step 1 and select the user group established in step 2.

Below you can find a step by step guide on to add users with limited access to specific legal entities through a user group.

For detailed instructions, click 'Start tutorial' below.

 

 

 

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Limited access to specific legal entities by adding individual users.

If you prefer to create a dedicated role for individual user or wish to add users individually rather than via a user group, please follow the instructions below.

1. Create a role without 'View all' and 'Edit all' permissions: Define the role of these users. Make sure the boxes 'View all' and 'Edit all' are NOT selected. 
2. Add the users with the correct role: Add the new user(s) to Corporify, ensuring you assign the role created in step 1.
3. Grant access to the specific legal entities (permissions): Go to the ‘Settings’ of the relevant legal entities and navigate to ‘Permissions’. Add the user(s) with view or edit access to this legal entity.