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Last Updated: September 01 2020
Multi-company is an add-on that lets you to set up one simPRO build for separate business entities (companies, franchises, branches, divisions, etc) that share some, but not necessarily all types of information. Learn more in Multi-Company FAQs.
In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:
In a Multi-company build, each individual company has its own company information, as well as a label and an assigned colour that displays in the company selector tab.
To create a new company:
- Set up Multi-company management security permissions so that the Company Management check box is selected in your security group.
- Go to System > Setup > Company.
- Click Create New Company.
- Enter details as required and Add your company logo.
- Assign employees to individual companies.
You can restrict who can create new companies and assign companies to employees by using security groups.
To restrict company management permissions:
- Go to System > Setup > Security Groups.
- Click the appropriate security group.
- Go to Setup > System.
- To restrict company assignment within an employee card, clear the Company Management check box.
- To restrict creating new companies, clear the Update Company Information check box.
- Click Save.
Even if an employee is only assigned to one company, if the Company Management permission is selected in their security group, they are able to see the company selector and view other companies in simPRO.
After setting up your companies, you need to assign each of your employees to one or more companies as applicable.
You also need to select a default company. This is the company that opens when the employee logs in if they have access to multiple companies.
To assign employees to companies:
- Go to People > Employees.
- Click the employee.
- Click Companies.
- To assign companies, click the company name under Available Companies.
- Click Save.
- Select the Default company from the drop-down list.
- Click Save.
If you use multi-company, VoIP details can be shared between all countries, or you can have separate VoIP details for each company. VoIP also behaves differently if you have contacts, such as customers, shared between your companies.
If VoIP is not shared while customers and other contacts are shared, incoming numbers are checked against numbers in the user's default company. For example, if a user with Company A as their default company receives a call from a customer card that is in Company B, the number displays as unknown.
If VoIP is shared but customers and other contacts are not shared, incoming numbers are checked against numbers in all companies the user has access to. For example, if a user currently in Company A receives a call from a customer card that is in Company B, the customer card should be displayed if they have access to Company B, otherwise it displays as unknown.
If VoIP, customers and other contacts are shared, they are counted as being in every company, so the relevant contact card displays regardless of VoIP sharing options, and regardless of which company the user is in. Learn more in How to Use the VoIP Integration for more information.