How can I manage users across multiple companies
In Tradogram, you have the ability to set up multiple companies.
In order to add another company in Tradogram, you must first contact us directly to have this enabled in your account.
Once enabled, you can add a company by:
-Going to "Manage" Company"
-Company Profile
-Add New Company
Once you have multiple companies registered within Tradogram, you will be able to toggle between branches of each company. Companies are denoted by bold text in the toggle menu in the top right of your screen as shown below:
Users can then be added either at the branch level or company level with levels of access and permissions to be selected. There are 2 very important distinctions to be made when allowing user access or permissions. Permissions are operated at a global level. What this means is that if you have a user in one company, their permissions will be the same regardless of how many branches and companies they are associated with. If you have a situation where you want a user to be a requisitioner in one branch and have access to various departments/projects/etc. but limit that access in a different branch or company, you will need to create a separate user to achieve this.
If you want to add an existing user to another company, please contact Tradogram as we will need to enable this for you. Once enabled you will be able to add existing from the "Manage Company" section.
Once they have been added, a list of names will appear to add them to the appropriate branches/groups/etc.
Each company within Tradogram is its own separate instance.
Therefore if you want multiple companies set up with 3 users, you will require additional licences if these users require access to multiple companies.
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