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How to set up permissions for multiple companies under one account
How to set up permissions for multiple companies under one account
Dimitris Athanasiadis avatar
Written by Dimitris Athanasiadis
Updated over a week ago

With the Megaventory inventory management system, you can manage different companies with a single Megaventory subscription. Setting your account like this makes sense if two (or more) companies share a common inventory or you need to cut down your expenses across projects you run and are possibly connected.

So, here's what you can do if your business grows and you'd like to have a separate company for a different product line or region - but still serve both entities from the same stock.
With Megaventory, you are able to grant permission to each employee to issue a different invoice depending on the company they are working for. So, the employee that works in company A will only see an invoice format for company A when trying to fulfill a sales order in Megaventory. Similarly, the same employee will have no access to the invoice format of company B.

In the example above, the employee can issue an invoice for Company A but cannot issue one for Company B. So if you have created an invoice Document Template for Company A complete with address, billing and other such information that will be the only one appearing in dropdown menus of the employee.

To activate this option you need to go to the Settings section, select Account Setup and click at the "Restrict access to certain Document Templates based on different user logins" checkbox.

Note: Do not do this while users are logged in or are expected to log in soon! This will take away their access based on documents unless you provide it specifically. It is suggested that this is activation is considered maintenance and only performed out of work hours and with adequate time to test the permissions.

To set up User Access Permissions for your account, click on Settings and select View Users & Permissions. Then, click on Edit User Permissions next to the user you want to edit their access rights.

Or login to your account.

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