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Attaché: Setting company access rights

How to set company access rights to allow or deny users to access a company

Updated over 3 months ago

There are two areas where you can restrict user access to a company:

  • The User Maintenance screen (File, Maintain Users, Maintain).

  • The Set up and Delete Companies screen (File, Set up and Delete Companies).

You can use either area to achieve the same result. For example, to specify which companies a particular user can access, use the User Maintenance screen; to specify which users can access a particular company, use the Set up and Delete Companies screen.


Set user access for a company

  1. Sign on as supervisor.

  2. Choose File, Set Up, and Delete Companies.
    The Set Up and Delete Companies screen is displayed.

  3. Select a company with which you would like to work with, choose Find (F2), and select from the list of companies displayed. The database will automatically display.

    📌Note: To create a new company, see Create a new company.

  4. Database name and Resource Folder will automatically appear.

Choose User Access (F7) and indicate which companies the user can access:

  • All Yes (F11)

  • All No (F12)

    📌Note: Companies that are not available to the user are shown in red. These companies will not be shown on the Companies List.

  • Choose Accept (F9) to save. Attaché returns to the first Set Up & Delete Users screen.

  • Choose Finish (ESC) to close the screen.


Set company access rights for a user

  1. As a supervisor, choose File, Maintain Users, Maintain.

  2. Enter the Username you wish to set company access rights for.

  3. Choose Companies (F7).

  4. Select each company you wish to restrict this user from and choose Unavailable (F7). Alternatively, choose All No (F12), then select each company you wish to give this user access to and

  5. Choose Available (F7).

  6. When ready, choose Accept (F9).

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