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Online Access Companies |
  
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Online Access Companies |
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EnergySteward.com has a sophisticated security mechanism which allows an individual to have restricted login access. An administrator with appropriate security credentials can set company level restrictions against any given contact.
When adding a contact, the default is that the contact can see only his/her own company information (unless the "Access All Companies" checkbox checked, see contact general information area). It many situations, a contact might need to have access to two or more companies. This is prevalent in situations where there are several related legal entities (like "Acme Production", "Acme Operation Services", "Acme Field Services", etc.). In those situations, you can individually assign each of those companies as 'accessible' to the contact.
The contact still belongs to a security group (also setup in the general information area) and those security rules apply across all company access.
The following screen shot is where online access companies are added/updated for a contact.
Add Company (button) - Click this button to add a new company for the contact to access.
View/Edit Grid Button (pencil) - Click this next to the applicable company in order to change any of the information relevant to the company access.
Delete Grid Button (red x) - Click this next to the applicable company that you want to permanently delete. Important note: You will be presented with a confirmation ("Are you sure...?") dialog box prior to deletion.
The following shows the company online access detail which you are presented with when adding or updating a company online access entry.
Company (drop down list box) - Select the company from the list of companies which should have online access granted to, by the contact.