sprasad Posted October 19, 2018 Posted October 19, 2018 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.
Victor Posted October 22, 2018 Posted October 22, 2018 Topic moved from https://community.hornbill.com/forum/65-general-chat/ section to Service Manager. P.S. @sprasad - I'll change your user configuration as the "General Chat" section is no longer relevant to you as Hornbill customer.
Victor Posted October 29, 2018 Posted October 29, 2018 @sprasad this would be something that @Steven Boardman or @James Ainsworth can advised on
James Ainsworth Posted October 30, 2018 Posted October 30, 2018 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
Martyn Houghton Posted October 30, 2018 Posted October 30, 2018 @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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