Company switch confirmation

The Show company switch confirmation option on the Team Settings page, Company Group tab, Sharing and switching section decides what happens when someone opens data of another company in the group: ticked (the default) the system asks first, unticked it switches immediately and names the company in a banner. The setting of the company the user starts from is the one that counts; the company's owner or an admin can change it.

The option sits between Share invoices with the company group and Allow company-group bulk actions, and is saved with Save settings. It only shows when the company belongs to a group; people who are not admins can see it but not change it.

Ticked (default): the user gets a confirmation dialog and decides whether to switch. Declining leaves them where they were.

Unticked: the system switches on its own and says in a banner at the top of the screen which company it moved to. This is faster for people who move between the group companies all day. The switch sticks, though – the next invoice is created in the new company – which is why the banner appears.

When it applies: when someone opens another company's item from a list (for example the invoice list or the approval requests), or another company's invoice or partner through a direct link.

Who it applies to: every user of the company. It is the company's setting, not a personal preference.

What it does not change: permissions. If someone would not be allowed to see the item in the other company either, they get the same answer as before, whichever way the option is set. The option only decides whether the switch is a question or an announcement.