How to create a different type of hierarchy
Hello,
I just started with Zoho and I am so confused.
I need to create a clients portal and include that on the hierarchy of my portal.
So, I need dealers assigned to the main organization (mine) , and clients assigned to the dealers. And those clients may have two different roles of users assigned to them .
Each of those clients should be able to see the information only of their own companies, for exemple, dashboards.
So, I need dealers assigned to the main organization (mine) , and clients assigned to the dealers. And those clients may have two different roles of users assigned to them .
Each of those clients should be able to see the information only of their own companies, for exemple, dashboards.
How do I configure that?
Thank you,
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