cacathcart

I asked my client to explain their reasons… here’s what they said:

We are planning on distributing reports (PDF format) to our customers by uploading files to each company through the client portal.

We work with companies that have various different locations. Each “Company” will be added as “Company Name / Location” since not every employee needs to have access to each location.

Companies will have staff on site that should receive these reports as well as higher up personnel who will be receiving reports from multiple locations.

For example:

“ABC Company / Orlando, FL” allows access to:

Site Managers: John and Paul

Regional Manager: Joe

National Manager: Tom

Meanwhile-

“ABC Company / Atlanta, GA” allows access to:

Site Managers: Kevin and Mark

Regional Managers: Joe

National Manager: Tom

We would like to assign one contact to multiple locations so that they have access to files from each location. “Joe and Tom” are not limited to viewing only one company’s files. Site managers should only be able to view reports from their respective locations. Ideally, we would like to assign each contact to all company accounts they should have access to. Otherwise, we would have to create duplicate accounts for regional and national managers for each location.

• This reply was modified 1 year, 3 months ago by Steven Stern (sterndata). Reason: format