How to associate a company or companies with a resource name

Resources can be associated with a specific company or companies within the system. Navigate to the Resource screen by utilizing the Global Search. Click on

to create a new record.

Fill out the fields available on the Resource Details screen to create a new Resource record. This screen will contain the following sections: Address, Resource Details, Contact Numbers, Resource Picture, Role Association and Company Association.

Click on the Default Rule to select either: <Associate with All Companies> or <Associate with No Companies>. Next, add a new Company Exception row by clicking on

.

Note that if the record is saved with the value <**Please Select**> in the Company Association Default Rule field, the resource will have access to all Companies by default.

To add multiple rows, enter the number of rows on the left of the

button, and then click on

.

Depending on the Default Rule, specify whether you want to include or exclude a company by clicking on the downward facing arrow and selecting a value from the drop down list. Click on

to save the changes.

It is possible not to specify any company exceptions, for example: when a resource name requires access to all companies or if there is only one company in the system.

If a resource name requires access to 5 specific companies (B,C,D,E and F) and there are seven companies in the system (A,B,C,D,E,F and G) there are two ways that this can be configured: