Skip to main content

Tenancy

How to setup tenancy

In order to create a relationship between tenancy companies, all of them requires this setup:

  1. Go to Company Settings
  2. Click on Tenancy
  3. Select Tenancy status and other required data

Example:

Other companies

In companies which are set as tenant companies, admins can find button - Other Companies

Once admin clicks on it, this windows shows up:

Admins are able to:

  • Create a new employee/person for selected tenant company
  • Remove employee/person from selected tenant company, in this case employee/person will be disabled and marked as exWorker.
  • Create employee/person for whole business segment (business segment may have multiple companies):

Once clicked, user needs to select for which business segment employee/person will be created

Once clicked, user needs to select for which business segment employee/person will be created

Contacts

Contacts shows a list of all tenant companies employees

Once clicked on an employee, contact card will open up

Company admins also can see a button - Edit contacts information, which will re-direct to employee card.

Share my birthday

This button is visible for employee whose card it is and company admins.

Once Share my birthday is enabled, anyone from tenant companies can see employees birthday in the contacts card:

Org tree

In org tree for tenant companies users are able to open a contacts card once clicked on an employee: