Skip to main content

Use administrative data tools

Administrators use two separate areas to check ERP records and connect a sign-in account to the right company person.

Browse ERP reference data​

  1. Expand ERP Data in the main navigation.
  2. Select the record type your company has configured.
  3. Use the list search and available filters to find the record.
  4. Open the row to review its details.

The entries under ERP Data come from your company's schema. Labels, fields, columns, and available record types can differ by company. Read Browse ERP reference data for more detail, or start with the ERP Data overview.

  1. Select Settings in the main navigation.
  2. Under ORGANIZATION, select Members.
  3. Select an active member to open Member links.
  4. Find the company, then choose the matching record under Linked employee.

The selection applies immediately. There is no separate save step, so check the person's name, email, and company before you select the record.

If something goes wrong​

  • If ERP Data is hidden, your permissions or company configuration do not include that area.
  • If you cannot open Member links, you may not have permission to manage employee links.
  • If an employee link is blocked, the drawer lists any active documents that must be resolved first.

We use cookies to understand how visitors use our site.