Client facing web application for vendors and buyers
Hi all,
I'm pretty new to Zoho. I'm
working with Zoho CRM API to develop a client facing web
application. Vendors can log in and access, modify records (specifically
products and sales orders) and buyers can see products and invoices.
My idea was to have a Zoho user per client and assign each of them a specific role (vendor, buyer). This way I could set up permissions for them in CRM to have access to the correct data.
My idea was to have a Zoho user per client and assign each of them a specific role (vendor, buyer). This way I could set up permissions for them in CRM to have access to the correct data.
The part I'm confused about is whether multiple users can be linked to a specific resource. For example:
There
is an organization A. There are two buyer users that work for A. They
can't both be owners of A but they both need to access all of A's
records.
I've been looking into portals and that seems to be similar to what I'm trying to achieve. Is there a separate type of User (like portals have) that is designed to be shared with Clients?
Jacopo
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