For larger organizations, such as accounting firms, it might be a good idea to organize your tenants into groups.
In this example, the accounting firm “NonStop Accounting” has three accountants, Mathias, Nora, and William. They are each responsible for three companies. Then, they could set up the groups and tenants as shown in the picture below:
Specifically, NonStop Accounting has set up the following:
By setting up a structure like this, users can easily be added to all tenants in a group. When a user is added as a group user, they are automatically added as a user in all tenants in that group.
HINT: This can be very practical if, for example, William is away or leaves the company, then he can add Nora or Mathias to his group and they will automatically get access to all tenants in his group.
NOTE: At the tenant level, on the Users tab, group users are indicated by a Lock icon. Group users with All tenant permissions and/or Group administrator rights will always inherit their permissions and data accesses from the group level. Module access is always set at the group level for group users.
You can use drag-and-drop to organize the tenants in your groups in the tree structure. You can, for example, move your tenants from one group to another. In addition, you can have a tenant in multiple groups if you want. When you move or add a tenant to a group, the group users are automatically added to the tenant you add or move.
NOTE: This functionality is only available for users with shared licenses.
To move a tenant to another group;
The group users in the destination group will automatically be added as tenant users.
NOTE: If you move a tenant from one group to another, the group users from the original group are removed from the tenant.
To add a tenant to another group, while keeping the tenant in the original group;
You will now have the tenant in both groups.
The group users will automatically be added as tenant users.