If your company is part of a company group, there is no need to add user accounts separatively for each individual entity. Instead user management can be done utilizing the company group settings in Pagero Online. Note that you must have admin-rights on a company group level in order to manage your group's users and entities.
How to add new user to multiple companies?
- In Pagero Online, go to Settings - Company group - Groups. Here you can see all the different groups that has been setup for your entities. Click open the group you wish to give access to for user(s). If you have no groups, you may choose Create group.
- Click Users - Add user. This will open a list of all users that have rights to at least one of the entities within your company group. Choose the user you wish to grant access and press Add. After this, you can close the pop-up window.
- Click Edit roles for that user. This will open another pop-up window where you can choose what the user is allowed to do.
How to add an entity to a group?
- Login to Pagero Online and go to settings > Company group > Groups. Here you can see all the different groups that has been setup for your entities. If you have no groups, you may choose Create group. When creating a new group, you must choose a name for it. After this, you can follow the rest of the guide.
- Click the group you wish to manage, then press Add company. This will open a pop-up window with a list of all the entities that exist within your company group. Click Add.
How to add user to a single company?
- In Pagero Online and go to Settings - Company group - Companies. Here you can see all the companies that exist within your company group. Click the entity you wish to manage.
- Click Access for single users - Add. A pop-up window with all user accounts that has access to at least one of the companies existing within your company group. Choose the user you wish to grant access by pressing Add.
- Close the pop-up window. Find the user you just added and go to Edit roles to manage their specific rights to the company.