If you use multiple organizations in your Momentus database, you can configure the organizations a user can access. To configure the organizations a user can access:
- Click the Users link from the Main Menu. The Users screen opens.
- Select the user for the additional organization access.
- Right-click and select Edit. The Edit User screen opens.
- Select the Access and Security tab.
- Expand the Organizations section.
- Click the Manage button. The Add Organizations to User screen opens.
- Select the organization(s) to assign to the user from the Available section. Use Ctrl+Click or Shift+Click to select multiple organizations.
- Click the single right arrow to move the selected organization(s) to the Selected section of the screen.
- Click OK. You return to the Edit User screen.
- Click OK on the Edit User screen.
Set a Default Organization for a User
If a user has more than one organization assigned, you can set which organization opens when the user signs into the software. To set the default organization for a user:
- Click the Users link from the Main Menu. The Users screen opens.
- Select the user for the default organization setting.
- Right-click and select Edit. The Edit User screen opens.
- Select the default organization from the Organization drop-down.
- Click OK.
Comments
2 comments
If I have users needing multiple organizations, how do they switch between them in v20.8?
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Robert,
Open the drop-down menu under the User Name (on the Global Navigation bar), and select Open Organization. The steps are outlined in this article: https://supportcenter.ungerboeck.com/hc/en-us/articles/204566938
Thanks!
--Carrie
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