How to Search for an Affiliate within a White Label using the Sharing Picker

To search for a specific Affiliate company inside the White Label company in the Sharing Picker, perform the following steps:

  1. Go to your shareable entity and open the Sharing Picker. For further details, please see How to Use the Sharing Field.

    Search_in_WL_Shareable_Entity_601.jpg


  2. Click on the arrow button near the required White Label company to display the list of its Affiliates. The search scope will automatically narrow to this White Label's affiliates.

    Note: The search field will dynamically change prompting that the search is now done within the selected White Label company. Also, the company type picker will automatically switch to 'Affiliates'.

    Search_in_WL_Shareable_Entity_602.jpg


  3. Search for the required Affiliate company by typing its name in the search field. The relevant search results are displayed.

    Note: The number near the 'COMPANIES' label will dynamically change displaying the number of matching search results.

  4. Optional: Select/Deselect the corresponding check box by the required Company to share your entity/prevent the required Company from gaining access to your entity.

    Note: To learn more on how to share your entity with a specific company and how to prevent a specific company from seeing your entity, please refer to How to Share Your Entity With a Specific Company outside of a Company Group and How to Exclude a Specific Company From a Selected Company Group.

  5. Click on 'APPLY'. Your Sharing Picker settings are saved.

    Search_in_WL_Shareable_Entity_603.jpg

  6. Click on one of the buttons to save your entity according to the following options:
    • SAVE - Selecting this option will save your entity and remain in the entity page edit mode.
    • SAVE & CLOSE - Selecting this option will save your entity and open your entity details page.

 

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