If you have multiple business entities, you can create separate company profiles in Simplicate. This allows you to work with multiple companies from a single Simplicate environment. If you want to prevent employees from viewing information from another company, you can restrict access to company profiles. This article explains how to do that and in which modules it has an effect.

When using multiple company profiles in Simplicate, you can define access for each employee via the User tab in the employee card in the HRM module.

Restricting company profiles does not affect the HRM module. All employees in HRM are shared between the different company profiles.

Restricting company profiles does affect the following modules: CRM, Sales, Projects, and Invoices.

In the CRM module, you can assign one or more company profiles per relation. Only users with access to the selected company profiles can view that relation.
Want to learn more about how this works? See our article on restricting CRM relations.

A user cannot see sales trajectories from a company profile they do not have access to, even if the user is marked as the sales manager or is part of the sales team.

Note: Via the CRM module, users can still see which sales trajectories exist for a relation, but they cannot open them.

Projects can also be restricted per company profile. In principle, users cannot view projects from other company profiles unless they are the project manager or a team member of the project.

Note: Via the CRM module, it is still possible to see which services are linked to a relation.

Users can only view draft invoices and sent invoices from the company profiles they have access to. The same rules apply to "To be invoiced" entries as for projects: if a user is the project manager or team member of a project under another company profile, they can see the invoicing lines of that project.

Note: The “Accounting” tab is not restricted based on company profile. If a user has access to this tab, they can view invoices from all company profiles.
If you want to block access to the Accounting tab, go to Settings > Account > Users, User Groups and Permissions and uncheck the “Accountancy Apps” permission under the Invoices section.

Want to learn more about user permissions? Read our detailed article on module-specific user permissions.