This article outlines how to grant users access to multiple CEs, switch between CEs from both user and administrative perspectives, and manage administrative capabilities.
Note: You must have admin privileges to perform this task
How to allow users to switch back and forth between Corporate Entities (CEs):
1. Navigate to the Admin section on the far-left toolbar.
2. Select Users.
3. Highlight the name of the user you would like to modify.
4. In the Roles section, on the far right-hand side, you will find Allow switching CEs.
5. In the Allow switching CEs dropdown menu, select the CEs you would like the user to have access to.
6. The user now has access to multiple CEs.
How to toggle back and forth between CEs as a user:
1. In the top toolbar by your username and avatar click Switch Accounts
2. Select Account will appear and the user will be able to choose the account they would like access to.
Admin managing tips for multiple CE access users:
You must have admin privileges to perform these tasks
1&2. The first time a user is in a new account, it is important to ensure they are assigned to the proper Roles and User Groups to give them proper access within EncaptureMD.
3. As an admin, you are able to see which CEs each user has access to, as well as, which account they are currently logged in.
4. As an admin, you are able to search for particular CEs to see which users have access to each account.
