Associate a Company with a User

This article details associating companies with users to successfully generate payroll, payable and WIP accrual batches.

1. From the Icon Bar click Setup .
2. From the Navigation Menu click Organization.
3. From the available options select Users.
4. Upon the Users list page displaying, click the name of the User you wish to edit, to access the User Edit page.

   Tip: You may wish to narrow your Users list so that you retrieve just the right amount of information you need. To do so you can perform a search. Select a search criterion from the list of available search criteria and then enter a corresponding value in the Search box. Click the Search icon to narrow down the Users list. For more information on the contains-in logic search click here.

5. From the General sub-tab of the User Settings page, click the Company browse button.
6. From the Company List dialog box, select a company from the list to associate it with the user.

   

   Note: Upon selecting a Company you will automatically return to the User Edit page.

7. Click Save to apply your changes.