WEBVTT

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Harbour Roads Training works with a fictional

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external survey company. We will create the

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company grouping and explain how membership affects

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access. This page manages external companies working

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inside your organisation. A company groups members;

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it does not create a reporting hierarchy

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or replace a role. An authorised administrator

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supplies the company name and code. Use

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a recognisable code because activity records can

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refer to it later. Our fictional partner

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is Training Survey Partner, code DEMO PARTNER.

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Its records and members are examples, with

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no real customer identity attached. Invite or

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update the relevant member in Team members

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and assign their partner company. Review the

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person's role and individual permissions as well.

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Company membership helps define which files a

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member can see. Roles and individual permissions

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determine actions; neither should be considered alone.

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Moving a person to another partner company

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does not move every file they uploaded

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earlier. Files retain the company recorded at

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upload. A partner company with assigned users

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must have those users reassigned before deletion.

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Check ongoing work and historical context before

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changing the grouping. Pause here. Explain which

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parts of access come from company membership

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and which come from role permissions. Describe

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what happens to earlier uploads when a

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member moves.