Data Sharing

This only concerns multiple branches.

You now need to decide who can see/share what information.  Sharing information across locations can be seamless but, should you choose to, you can restrict what information can be viewed by your negotiators. We need to have configured your branches for you, but once we have done this, go to Business Configuration > Data Sharing and tick the boxes to choose which bits of data get shared with which branches.

1. Select the relevant option for sharing the new branches data.  If the top 4 options don’t apply or you need to make tweaks select “manually configure data sharing” where you have advanced control over which branches in your group can see the data added into this new branch.
2. If you do choose to manually configure the data sharing you can do this in the tick box options in section 2.
3. SAVE

You may need to repeat this for each branch if it is going to be different.