We are a manufacturer that caters to design firms and retail stores. In these companies, there is usually:
- The Owner
- Accounting Associate
- Sales People
The owner and accounting associate may not place orders but will have a need to view open orders for their company in the portal. Also, lets say sales person #1 places an order and then goes on vacation. Sales person #2 may need access to sales person #1's orders to follow up for their customer.
From my understanding, there is no way to provide portal access to all child contacts of a single company where they can view all orders, invoices, quotes, etc. Surely I am wrong?!?
Our implementation specialist mentioned adding everyone as followers, but that is far too much leg work when you may have 15+ sales people in a company. Plus, I don't want emails being sent to sales people that have no need to receive them.
How can I provide the same portal view/access to all child accounts under the same parent account?
HELP!
