How do I grant a tenant employee access to an Affiliate Company?

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{Matthew Gillen}
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Following the affiliation process, tenant employees can be granted access to their affiliates. Access can be granted on a company-wide level or by choosing tenant employees individually.

To give all tenant employee’s access to the affiliate company:

  1. Click ADMIN > Tenants > Companies.
  2. Locate and navigate into the tenant company record.
  3. Click the AFFILIATES tab.
  4. Click the ALL EMPLOYEES HAVE ACCESS to the ON position. Note: Do not slide the switch, instead click the word “ON” for access to be granted.

To give access to an individual tenant employee:

  1. Click ADMIN > Tenants > Employees.
  2. Search for the tenant employee you want to update using the SEARCH button, or by entering the tenant name into the NAME column filter.
  3. Once in the tenant employee’s account, select the affiliate(s) they should have access to using the AFFILIATED COMPANIES field.
  4. Click SAVE.

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