Portal Access to Organization's Requests
- Written by James Ainsworth
- on Nov 11, 2016
When supporting external organizations there is often a primary contact or manager that requires access to not just their own requests, but all the requests that have been raised by the different contacts within their organization.
From within Hornbill a Service Manager user can quickly access an organization record and select one or more contacts that require the visibility of the full list of requests raised by their organisation.
The contact that has been granted access to the organization's request list can simple go to the customer portal where they will have a list of their personal requests along side all of the requests for their organization.