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Attaché: Control access to create a new company or manage and maintain a company

Create a new company or set up and delete companies

The menus that allow you to create a new company or manage and maintain a company are:

  • File, New Company.

  • File, Set Up and Delete Companies.


Allow access to maintain companies

Access to these two menus and their features are controlled from the Maintain Users menu.

  1. Log into Attaché as a Supervisor user.

  2. Go to File, Maintain Users, Maintain.

  3. Select the username you want to allow access to maintain companies.

  4. From the Details tab, Permissions task area, tick Can Maintain Companies.

  5. Click Accept (F9) to save the change.

  6. Sign off and sign back in to the company to confirm you can now see these two menus.


Individual access to New Company and Set Up and Delete Companies menus

You can also control individual access to these menus from Menu Access Rights. If you still cannot see the menus above after signing off and back in to your company:

  1. Log in as supervisor again.

  2. Go back into File, Maintain Users, Maintain, and check the settings above were successfully applied. If they were;

  3. Go to Setups, Company Setups Menu Access, Menu Access Rights.

  4. Select the username.

  5. From the Options task area, select Modify rights for this user, and click Accept (F9).

  6. Select:

    1. The File radio button from the Menu bar column.

    2. From the Level 2 column, make sure New Company and Set Up and Delete Companies are ticked.

  7. Click Accept (F9) to save the changes.

  8. Sign off and Sign back in and check to confirm you can access the menus.

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