[en] Knowledge Center

[en] Users may control in which companies (databases) a task/task process/process template is available. This is done in the Restricted to companies field, located in the Task details area. The field is a multi-select field, which allows the user to select companies from the companies available to that user. If no value is selected (empty list), the task/task process will be available in all companies. If one or more companies are selected, the task/task process is limited to the selected companies. If a user tries to open a task/task process in a system not selected in the Restricted to companies field, an error message will appear in the lower right corner.

[en] If the task is part of a task process, the settings of the process define which companies the task is available in. In this case, changes to companies must be made in the task process, not the task. If the task is not part of a task process, companies may be changed directly in the task at any point by any user that has editing rights to the task.

[en] To avoid situations where users accidentally lose access to a task, the current company is added automatically when a company is selected. Consequently, a task/task process that should only be available in one company, must have this limitation set from that specific system (company).

[en] Process templates are available across all companies, even if process details are restricted to certain companies. Settings in a process template will only define default Restricted to companies values for newly created processes.

[en] The Restricted to companies field is located in: