You can set up company groups to define a logical grouping of companies. You can link a company group to a table setup record of a field security policy. The assigned company groups define the companies to which the table setup record applies.
1. | Go to Dynamic field security management > Setup > Company group. |
2. | Click New. |
3. | In the Group id field, type a value. |
4. | In the Description field, type a value. |
5. | Sub-task: Add companies to company group. |
5.1 | Expand the Company group line section. |
5.2 | Click New. |
5.3 | In the Company field, enter or select a value. |
6. | Close the page. |