Adding Persons to a Company
Organization Managers can add users who are not employees to the company, defining the roles the user performs for the company. This provides security on objects based on a role within a specific company. For example, Jackie is defined as a Design Engineer and has access to edit attributes on a part. But the Design Responsibility for the part belongs to XYZ Corp. To have access to edit attributes on the part, Jackie must be defined as a Design Engineer within XYZ Corp. When Jackie searches for parts, only those parts with Design Responsibility assigned to XYZ Corp. will be returned in the search results.
To add a person to a company
- Access the People page for the company where you want to add people. See To view a list of people in a company.
- Click Add Existing from the page Actions menu. See Finding and Selecting People.