Non-Enterprise Companies and Users

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Managing Non-Enterprise Companies in Calendar

 

When creating or editing a User Entry in Calendar, you may wish to choose a company that is not in Enterprise.

 

Steps to add a Non-Enterprise company in Calendar:

 

  1. From the Calendar User Entries Menu, choose Manage Non-Enterprise Companies.

 

 

  1. The Non-Enterprise Companies dialog box will appear. Click Add to add a company.
  2. Enter the company name and the abbreviation you would like to use for that company.
  3. Click OK to proceed. Now when creating or editing a User Entry, the Non-Enterprise company will be an available option in the company list.

 

Creating Non-Enterprise Users

Non-Enterprise users may be selected for the Preparer, the Reviewer, Assignment 1, Assignment 2, or Assignment 3.

 

Steps to add a person who is not an Enterprise user to your Calendar assignment choices:

 

  1. From the Calendar date list, click on the applicable assignment field (Preparer, Reviewer, Assignment 1, etc.) and select Create New from the dropdown list.

    nonEnterpriseUser.PNG

    OR go to the Enterprise Tools Menu or the Calendar User Entries Menu and select Manage Non-Enterprise Users.

    AssignmentUserTool.PNGnonEnterpriseUser2.PNG

  2. The Non-Enterprise Users dialog box will appear. Click Add to add a user.

    AssignmentUserTool2.PNG

  3. Then enter the user's name and e-mail address.

  4. Click OK to proceed. You will now see this user as an available option in the Calendar assignment dropdown box.

    assignmentuser.PNG

 


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