Set up company groups

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.

Steps

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.

   1. Expand the Company group line section.

   2. Click New.

   3. In the Company field, enter or select a value.

6. Close the page.