Multiple users with their own companies

justvd

Hello,

I have a question.

Is it possible to maken multiple users, with their own companies, and one master account who can see all the companies from the users, so for example:

Freelancer1 has his own companies, Freelancer2, Freelancer3 and 4 have their own companies too.
None of the freelancers can see eachothers companies. Only the master account can see all the companies, is this possible?
When Freelancer1 then creates a new company, it should be only visible to Freelancer1 and the master administrator.

Thanks,

Justin

justvd

I solved it myself by creating a rule, and deleting all other rules:

Menu --> Administrator --> Record Browser --> Companies --> Permissions

View: All users: Created by is equal to User Login

ajb

Yes, it's possible. You have to edit user permissions to the company recordset. Menu -> Administrator -> RecordBrowser -> select Company in the select box -> switch tab to "Permissions" -> Edit/Add rules to fulfill your requirements.
For Employee: View, Edit, Delete, when record is created by user. Add without restrictions;
For Manager: Add, View, Edit, Delete without restrictions.

Regards,
Adam

PS. I was too late 🙂

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