Tweet
Hi Everyone,
I'd like to be able to assign multiple users to an account record. I searched the form and read these instructions: Multiple assigned users - EspoCRM Documentation
I'm not sure adding a new many-to-many relationship link for "assigned users" to the account entity will work here. I want to:
-Assign more than one user to an account.
-Restrict users in the role settings to only be able to edit the account they are assigned to.
-Example: three different users are assigned to an account called XYZ company. Those three users can edit XYZ company but not edit any other companies like ABC company, etc.
Any thoughts? Thanks so much.
I'd like to be able to assign multiple users to an account record. I searched the form and read these instructions: Multiple assigned users - EspoCRM Documentation
I'm not sure adding a new many-to-many relationship link for "assigned users" to the account entity will work here. I want to:
-Assign more than one user to an account.
-Restrict users in the role settings to only be able to edit the account they are assigned to.
-Example: three different users are assigned to an account called XYZ company. Those three users can edit XYZ company but not edit any other companies like ABC company, etc.
Any thoughts? Thanks so much.
Comment