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In the Universe plan, you can have a subscription with several companies and define specific information for each company, such as users and time zone.
Create companies
To add companies to a subscription, follow these steps:
Go to Settings | General | Companies;
Click on Create;
On the creation screen, fill in the required data:
Abbreviation;
Company Name;
Country;
Tax ID;
Click on:
Save and New, to save the company and start a new record;
Save, to save only the company.
After creating the company, you can switch between companies in the company selector, located at the top of the screen. The records created are always associated with the company selected in the selector.
Restrict access by company
When adding more companies to a subscription, you can define which users have access to each company. This process is divided into two steps:
Step 1: create restriction groups
To create a restriction group, follow these steps:
Go to Settings | System | Groups;
Click on Create;
Enter the group's identification data and select the users who belong to the group;
Click on:
Save and New, to save the group and start a new record;
Save, to save only the group.
Step 2: add restriction groups to the company
To add a restriction group to a company, follow these steps:
Go to Settings | General | Companies;
Create a company or edit an existing one;
For an existing company, click on Edit;
In the Access Restrictions tab, select the previously created user group. If the tab is not visible, click on the + icon, next to the tabs, and select the Access Restrictions extension;
Click on Save.
Note: users have access to notifications if they have access to the company.
Set up time zone and currency by company
When adding more companies to a subscription, you can specify the settings of each company, such as the time zone and currency.
To set up the time zone and the organization currency by company, follow these steps:
Go to Settings | General | Companies;
Create a company or edit an existing one;
For an existing company, click on Edit;
In the General tab, set the Base Currency;
In the Settings tab, set the Time Zone Id. When creating a company, first click on the + icon, next to the General tab, and select the Settings extension;
Click on Save.
Notes:
The organization's currency can only be changed if there are no records in the tables with base/reporting currency (only transactional/documents, stock entries/issues and costs);
The dates shown when sending notifications are converted to the selected time zone. If no time zone is selected, dates are sent with the UTC +00:00 time zone.
View data in lists
List data is always filtered by the company selected in the company selector. You cannot view data for all companies simultaneously in the same list.
When there is more than one company, some data is common to all companies and other data is specific to each company.
Common data across companies
The following data is common to all companies:
Workshops;
Employees;
Specialties;
Consents;
Geolocation history;
Scheduling group;
Customers;
Suppliers;
Contacts;
Addresses;
Parts;
Brands/Models;
Criticality;
Families;
Location function;
Tag configuration;
Maintenance plans;
Tasks;
Work order types;
Work order request types;
Work order workflow;
Request workflow;
Failure typifications;
Currencies;
Exchange rates;
State justification;
Countries;
Regions;
Culture;
Sequence;
Unit;
Users/Groups/Roles;
Data import;
Symptoms/Causes/Actions;
Misc cost group;
Operating states;
Priority levels;
Task verification types;
Email templates;
Requisition types.
Data specific by company
The following data is specific to each company:
Assets (equipment/tools/locations/routes);
Asset indicators;
Asset inactivation;
Down time record;
Meters;
Meter values;
Monitorings;
Monitoring values;
Misc costs;
Stock entry;
Stock issue;
Requisitions;
Requests;
Work orders;
Work order assignment;
Task verification;
Costs report (labor, consumption, misc costs);
Preventive maintenance;
Preventive maintenance events;
Failures;
Misc costs types;
Scheduling types;
Access levels;
Background services;
Warehouses;
Notifications.
At the moment, Analytics does not present the data by company.