You don't need to do anything differently to create a multi-company user. When you add a new user, Atlas automatically checks the e-mail address and sets up multi-company access if needed.
Atlas checks the e-mail address automatically:
What Atlas finds | What happens |
E-mail is new to Atlas. | User is created as a single-company user and receives a standard welcome e-mail to set their password. |
E-mail exists in another company. | User is created as a multi-company user and receives a confirmation e-mail: no new password needed. |
E-mail already exists in the same company. | An E-mail already in use error is shown. |
Pro tip: If an E-mail already in use error appears, use a different e-mail address or locate the existing user record.
Note: Multi-company access can only be set up when adding a new user. You cannot convert an existing single-company user into a multi-company user by editing their e-mail address.
Editing a multi-company user
You can edit a multi-company user's first name, last name, and profile assignments at any time.
The e-mail address field is locked for multi-company users and cannot be changed through the administrator interface. If you need to update a multi-company user's e-mail address, please contact Citation support by phone or e-mail.