CRM Portal Help

CRM Portal Help

Hello,

I am trying to set up a portal to connect with our referring doctors to keep patient cases organized.  

I set up the accounts module as office, the contacts as doctors, the leads as patients, and the deals as treatments.  Everything seems to work as anticipated but I am having difficulties with one part.

When a referring doctor signs up for the portal, I as the administrator assign them their office, and this works fine. When they enter a patient as a lead, it associated with both the doctor (contact), and they get to choose the office (account), if there is more then one.  

The issue I am running into is I want the patients (leads) to be seen by all the doctors (contacts) in that office (account).  So if another doctor (contact) is logged into the portal from the same office (account), how do I make it so they can see all the patients (lead)? I attached some screen shots of what I set up to see what I am missing.  

Thanks!

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