Sharing process descriptions is an important feature for organisations with multiple accounts under a main account. For example, a corporation can distribute essential process descriptions across all accounts. In Cyberday, the main account can choose which sub-accounts receive these descriptions. Sub-accounts can then supplement the main account's descriptions in a separate section.
Activating corporation-level process descriptions
To enable the sharing of process descriptions, please contact us to activate the feature for your main account via team@cyberday.ai or chat. Activation is required only once.
Sharing process descriptions from the main account
- Navigate to the task card of your choice
- Select "Add process description"
- Enter a description, then select "Share as corporation group description"
- Select the wanted sub-accounts
- Save
- Complete the task
Viewing process descriptions from a sub-account
Process descriptions created at the corporate level are visible in sub-accounts. These descriptions are marked as shared from the corporate group's main account.
In the task card of the sub-account, you will also find an item titled "Account- specific additions to process description". This section allows for additions to the corporate-level description, which is useful if practices differ between sub-accounts.
Disabling process descriptions
The sharing of process descriptions can be disabled by selecting again the option "Share as corporate-level description".
Questions and feedback
Do you have any further questions, would need another help article or would like to give some feedback? Please contact our team via team@cyberday.ai or the chat box in the right lower corner.
