In Manager Pro, you can define which entries are shared with the other companies in the organization chart and which entries can or cannot be edited.
This article covers the following sections:
Search for a specific register
Allow a shared register to be editable
Access the Shares screen:
1. Click on the name of the logged Company:
2. Click on the Shares icon in the upper right corner of the screen;
- All entries are displayed;
Search for a specific register:
1. Access the Search field and enter the name of the desired registration.
Share a register:
A register can be shared for all Organization Chart companies, or be shared for specific Companies.
1. To share the registration with all the Companies in the organization chart, click on the Shared button;
2. To share the registration with specific Companies in the organization chart, click on the Expand button and select only the desired Companies;
Allow a shared register to be editable:
A shared register can be edited for all Organization Chart companies, or shared for specific Companies.
1. To allow editing the registration for all Companies in the organization chart, click on the Editable button;
2. To allow editing the registration for specific Companies in the organization chart, click on the Expand button and select only the desired Companies;