Forum Discussion
EvanMartinez
8 years agoModerator
Hi Mkosek,
Typically the easiest way to control what users in your applications can and cannot see is to tie their viewing permissions to their role. This can be accomplished a few ways. One option is to create a field on that record that is a dropdown of your suppliers name. Then for each supplier you would create a Role in the Application. For Example I have Paper Corp as a supplier so in my supplier multiple choice I have an option for "Paper Corp. I then create a role that has custom view permissions on my Components table that users in the Paper Corp role can only see records where the Supplier field is equal to "Paper Corp". That is one of the most basic set ups and just requires a role for each supplier that you then assign to the user from that supplier.
You can take this simpler workflow and expand it so that instead of just using a Dropdown you have a Supplier table related to your Component's table that lists each supplier and their team members so that you can then build your permissions off of that. Largely it depends on how many suppliers you are going to want to maintain. I hope this suggestion is helpful Mkosek.
Typically the easiest way to control what users in your applications can and cannot see is to tie their viewing permissions to their role. This can be accomplished a few ways. One option is to create a field on that record that is a dropdown of your suppliers name. Then for each supplier you would create a Role in the Application. For Example I have Paper Corp as a supplier so in my supplier multiple choice I have an option for "Paper Corp. I then create a role that has custom view permissions on my Components table that users in the Paper Corp role can only see records where the Supplier field is equal to "Paper Corp". That is one of the most basic set ups and just requires a role for each supplier that you then assign to the user from that supplier.
You can take this simpler workflow and expand it so that instead of just using a Dropdown you have a Supplier table related to your Component's table that lists each supplier and their team members so that you can then build your permissions off of that. Largely it depends on how many suppliers you are going to want to maintain. I hope this suggestion is helpful Mkosek.
EvanMartinez
8 years agoModerator
Having multiple suppliers interact with the same quote can require that extra bit of complexity long term. A Premier plan does default to 20 users but it is possible for an Account to increase their user count if they would like. For that you would want to get in touch with your Account Executive, they help to discuss and manage Account level changes like that. If you aren't familiar with your Account Executive, our Care team can always get you in touch with them via a Support Case. They are a great resource for future planning on your Account and questions on your plan and billing.