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Posted

Currently, when a new Contact is added to an Organisation, the assigned Services are cascaded to the new contact.
We have had a request from a customer, where they don't want ALL services available to this new person.
Is there any way that we are able to 'Restrict' what Services a new contact can have?
I was unable to find any previous threads regarding this matter.  Thank you. 

Posted

Hi @sprasad

We don't currently have anything in our backlog to exclude a contact from a subscription when the company that contact belongs to is already subscribed.  I will discuss with my colleagues and see if there is something that we can look to get planned for a future release.  

Regards,

James

Posted

@James Ainsworth, @Steven Boardman

We used to address this by using sites with organisations when we were on Support Works, as we could determine the level a portal user could have access to, so we could group the services into sites and still have some users with overall organisation access. 

As per my earlier post (below), this is a growing issue for us as we provide support to more complex/shared organisation and is one of the more significant product deficiencies since moving from Support Wiorks.

Cheers

Martyn

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