To share your entity with a specific company, perform the following steps:
- Go to your shareable entity and open the Sharing Picker. For further details, please see How to Use the Sharing Field.
- Optional: Narrow down your search to a specific company group as described in How to Filter the Companies by Company Groups.
- Optional: Search for the specific company using the search field according to the steps described in How to Search for a Specific White Label / Affiliate Company.
- Optional: Select the corresponding check box by the required Company to share this entity. You may also select specific Affiliates Companies by clicking on the corresponding arrow by the White Label company to view the list of its Affiliates.
Note: Clicking on the arrow near the White Label company changes the scope of the Search field to the Affiliates inside this White Label. Also, it displays the total number of this White Label's Affiliates in brackets.
- Click on 'APPLY'. Your Sharing Picker settings are saved.
- Click on one of the buttons to save your entity according to the following options:
- SAVE - Selecting this option will save your entity and remain in the entity page edit mode.
- SAVE & CLOSE - Selecting this option will save your entity and open your entity details page.