Assign multiple owners to contact

  • Resolved sidjags

    (@sidjags)


    8 months, 4 weeks ago

    When we create a contact/company, by default, it lets me “assign” them to only one user. Can i have them be assigned to multiple users..

    Sid

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  • Plugin Support Md. Tanvir Chowdhury

    (@tanvir101)

    Hi @sidjags
    The system only lets you choose the admin by default.
    To assign to multiple users, navigate to
    WP Admin dashboard >> Users >> All users >> Hover over the user you want to assign with the role >> Edit >> Scroll down to "WP ERP Role" >> Tick on "CRM Manager" >> Update user.
    That’s it. Now while adding new contacts, you can choose the admin or the new user to be assigned for the role of controlling all of the modules of CRM.
    I hope it will help you out with your current requirements.

    Thanks

Viewing 1 replies (of 1 total)
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