Alternative user IDs let you control which menus and functions a user can access depending on which company they are logged into. For example, you can prevent a user who has access to Job Status in one company from having that same access when they switch to a second company. When a user moves to a different company, their access is determined by the alternative user record you have set up for that company, rather than their main user record.
📌Note: The current company is automatically added to the user's companies list when you create an alternative user ID record, and removed from the list when the record is deleted.
Set up an alternative user ID
You need administrator access to Coins ERP+ to complete these steps.
Log in to the company whose access you wish to restrict.
Create a user record with the required access permissions. This user is the alternative user and does not require the Named User checkbox to be selected.
Go to System > User Maintenance > Alternative User IDs.
Confirm you are still logged in to the correct company before proceeding.
Add the user whose access you wish to control and set the Alternative ID field to the user record you created in step 2.
Once the alternative user has been set up, when the user switches companies, the appropriate access will be granted depending on the company selected and the access permissions set against the alternative user.
⚠️ Important: Perform these steps in a non-live environment first. Test thoroughly before applying the same changes to your live system.