MultiCompany

Hello,

Thank you so much for interesting in our Extension.

1. Are users associated with only a specific company able to view records associated with other companies? -> On Login page, if a user has more than one company then display one dropdown of MutiCompany List. After Login with the Particular MultiCompany it'll display that company records in listview of module if that module enabled in the MultiCompany configuration.

2. Is it possible for a user with access only to company X to assign, for example, an opportunity to another user with access only to company Y? -> Can you please Elaborate this question

3. It is possible to configure the edit view and details view according to each company? -> Yes as per our Field Access functionality you can hide panels & fields according to configuration of each company.

4. If a record is associated with only one company, is it only visible in that company? -> Yes. One record associated with only one company.

5. We have a double authentication plugin in our production environment. Will the coexistence between both plugins influence the users' current login process (first login to SuiteCRM, followed by validation with Google Authenticator)? -> For that we'll check in Your CRM

Regards,
Variance Infotech PVT LTD

Hello,

First of all, thank you very much for your reply.

2. In order to elaborate this question, allow me to contextualize the intended functioning of our CRM: our company is a business group, consisting of several different companies that interact with each other. These interactions consist, mostly, in our CRM, in the attribution of business opportunities between the salespeople of each company. Thus, it is necessary that commercial 1 from company X be able to assign an opportunity (and not only that) to commercial 2 from company Y, where commercial 1 only exists in company X and commercial 2 only exists in company Y.

If I understood correctly, if a user is associated with only one company, he only has access to view the records and users related to that company, right? Our CRM must allow assigning records to users from other companies, but it must not allow viewing of records or users of other companies. I need to know if that is possible with your extension.

4. One record is only able to be associated with one company or can be associated to more than one company?

Best regards

Hello,

1. One record is only able to be associated with one company or can be associated to more than one company?
   -> One record is only able to be associated with one company.

2. If I understood correctly, if a user is associated with only one company, he only has access to view the records and users related to that company, right?
   -> Yes

For the following points we will check & update you
1. Our CRM must allow assigning records to users from other companies, but it must not allow viewing of records or users of other companies. I need to know if that is possible with your extension.

2. Allow me to contextualize the intended functioning of our CRM: our company is a business group, consisting of several different companies that interact with each other. These interactions consist, mostly, in our CRM, in the attribution of business opportunities between the salespeople of each company. Thus, it is necessary that commercial 1 from company X be able to assign an opportunity (and not only that) to commercial 2 from company Y, where commercial 1 only exists in company X and commercial 2 only exists in company Y.
   

Regards,
Variance Infotech PVT LTD

Thank you so much for your responses.

When you have new information about my questions, please update.

Best regards

Hi,

In our case, what we pretend is If a user from a company (X) assigns a record to another user from another company (Y), that record will become related to the company to which it was assigned (company Y).

Is that achievable with your solution?

Best regards

Hello,

Currently that option is not available in our Extension.

We have one more question that If another User belongs to more than one company then which company we need to consider?

Regards,
Variance Infotech PVT LTD

Hi,

If a User belongs to more than one company, the company associated with that record is the company that user is logged when he creates the record.

Do you have some ideas to customize some workaround to adapt your extension to our needs?

Best regards

Hello,

Let me elaborate my question so you will get idea.

Suppose User X Login with Company X and assign Record to User Y which is belongs to Company Y and Company Z. So which Company we need to consider for the Record of User Y?

Regards,
Variance Infotech PVT LTD