Opening a record owned by another company
If your company belongs to a company group and you open a record owned by another member company, Demona offers to switch company or – depending on the setting – switches and shows a banner naming the company. From lists inside the app this works for every kind of record; from a link you were sent, the invoice and customer pages recognise it today. A record of a company you are not a member of does not open.
In a company group, people often work with the data of more than one company. When a colleague sends you an invoice or customer link, the record may belong to a different company from the one you are currently working in.
Two possible behaviours: either Demona asks for confirmation before switching to the other company, or it switches automatically and shows a banner naming the company. This is decided by the Show company switch confirmation switch on the Team Settings → Company Group tab – always the setting of the company you are leaving.
The switch stays: the next invoice, document or export you create is created in the company you switched to. That is why it is announced every time, and why the message does not disappear on its own.
What it does not cover:
- A record of a company you are not a member of is refused like any other record you cannot access, without revealing which company owns it.
- The company is never switched while saving, approving or doing anything else – only when opening a record.
- Switching does not give you extra rights: if you have no access to the record in the other company either, you will not see it there.
Where it works: from lists inside the app (for example the unified inbox, approvals, the dashboard, invoices), any kind of item opens this way. From a link you were sent, the invoice and customer pages recognise the situation today; a link to any other page simply does not open.