Introducing company owners
You can now assign owners to your companies in the Codat Portal and control which companies your users can access.
What's new?
One or more owners can optionally be assigned to a companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. when creating or editing it in the Portal.
We've also introduced a new companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. permissions setting. When enabled for your organization, users with the Onboarding, Advisor, or Analyst role can only access companies they've been assigned to as an owner. Administrator and Developer users retain access to all companies.
Who is it relevant for?
Clients who want to establish clear ownership of their companies, or need to control which of their users can access which companies' data - for example, banks that need to restrict client data visibility internally.
How to get started?
Owner assignment is available to all clients today - simply assign owners when creating or editing a companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. in the Portal.
To enable the companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. permissions setting for your organization, contact your account manager or our support team.