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assing an account to several users - Printable Version

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assing an account to several users - inspectorflint - 03-31-2023

Is it possible that an account is assigned to several users? I am developing a crm and the client works with brands, and each of its sales representatives manages a specific brand, but clients can buy products from different brands, so the same client should be associated with two or more users.

The client does not want the sellers to see all the accounts, but only the ones that they create or manage. It's possible?

Thank you


RE: assing an account to several users - joebordes - 04-01-2023

This is not supported by default. You need to add permission hook code to accomplish this configuration

https://discussions.corebos.org/documentation/doku.php?id=en:devel:corebos_permission_hooks