How to manage Multibranch Management

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  • macrotech
    Junior Member
    • Nov 2017
    • 13

    How to manage Multibranch Management

    Hello, We have a customer having multiple branch of IT & Computer Services Store.. so they have a some activities like call center support is central so their call center support team should be able to access any branch customer account, task, case etc.. and Branch level user should be only allow to access only their branch level account data so how can we manage same ?

  • tanya
    Senior Member
    • Jun 2014
    • 4308

    #2
    Hello
    Maybe this tutorial will help you https://www.espocrm.com/video/security-roles/

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    • macrotech
      Junior Member
      • Nov 2017
      • 13

      #3
      Hi Tanya,
      Thanx i was trying to implement same way .. so i just want to correct i am taking right approach..

      Regards,
      vipul

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