In a multi-company structure, it is possible to extend a user's existing roles and permissions to secondary companies (i.e., companies other than the user's primary company).
ℹ️ Important Security Note
To enhance security and prevent fraud in Acubiz, an administrator cannot edit their own profile. Changes to an administrator profile must always be made by another administrator. See User Access Control for Administrator
Conditions for Expenses and Reimbursement
Note that this extension does not allow the employee to reimburse expenses (make disbursements) in the secondary companies.
ℹ️ If a user needs access to reimburse expenses in companies other than their primary one, please follow the instructions instead: Create User Access for Reimbursement in Secondary Companies.
How to Assign Access
Go to the user's profile in Acubiz.
ℹ️ Remember that you cannot change your own profile. Read: User Access Control for AdministratorFind the section Extend Roles to Secondary Companies.
Select the relevant companies to which the user's roles should be extended.
Mark the company and click the arrow to move it to the right in the selected list.
You can change the order by selecting a company in the list and clicking the up or down arrows
ℹ️ REMEMBER: The user's primary company will always be at the top of the list.
(Example)Click Save.
Examples of Role Extension
The effect of the extension depends on the roles the user has been assigned in their primary company:
1. Employee (Regular User)
A regular employee reimburser only has access to their primary company.
| Role | Primary Company | Secondary Companies |
|---|---|---|
| Employee | DK | (None) |
| Approver | — | — |
| Finance (Pro User) | — | — |
| Administrator (Pro User) | — | — |
2. Approver (Leader / Manager)
The user has DK as their primary company but needs to be able to approve receipts for employees in SE.
| Role | Primary Company | Secondary Companies |
|---|---|---|
| Employee | DK | (None) |
| Approver | DK | SE |
| Finance (Pro User) | — | — |
| Administrator (Pro User) | — | — |
3. Pro User (Finance / Administrator)
The user has DK as their primary company but needs to perform financial or administrative tasks in SE and FI.
| Role | Primary Company | Secondary Companies |
|---|---|---|
| Employee | DK | (None) |
| Approver | DK | SE, FI |
| Finance (Pro User) | DK | SE, FI |
| Administrator (Pro User) | DK | SE, FI |
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