Zoho CRM Portals - allow access per account
Hello all,
I am trying to set up a portal for our customer but I seem to be hitting an obstacle and I am not sure if it is my problem or a limitation in the software.
So basically the way I understand the portal
Contact Email > Each Record or Related Record that is linked to that email > can be shown
But what I want to achieve is to give access not to Contacts, but to Accounts.
Lets say we have an Account who is a customer of ours. There are two people in that account that order with us.
Currently we can create
Contact A > Has access to Sales Invoices A
Contact B > Has access to Sales Invoices B
What I want to create is
Contact A and B and C > have access to Sales Invoices A B C
My wish is that for example
Contact A > sees only Sales Invoices A
But the owner (CEO of my customer) can see all invoices, cases, etc. created for his company
Thank you for your time!
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