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mERP SOP SettingsOur Business
Jordan Fictional Example
Account Administrator · Example Dining Group · Example Dining Company · Example Café Downtown

Our Business Example

One customer account can include several companies and locations.

This page only shows how the example business is organized. Seeing a company or location here gives nobody access to it.
Your account at a glance
Customer account
Example Dining Group
Umbrella group
None
Companies
1
Locations
2
Companies and locations

Each level is named so you can tell an account, a group, a company and a location apart.

  • Customer account Example Dining Group
    • Company Example Dining Company
      • Location Example Café Downtown · Sampletown
      • Location Example Café Riverside · Sampletown

This account has no umbrella group, so companies sit directly under the account.

Go to People & Access Next: see who can do what.
Preview controls

Display only. This does not sign anyone in or change access.

Example business

Example person