Some of our customers have multiple offices, i.e. subsidiaries in different countries. Their headquarters would like to be able to monitor the quotes/projects from all offices within one customer portal.
For an internal test, we created a customer B and linked him as an office of customer A. For both customers, we have a shared contact person, and we also selected the "All Selected offices" option for "Manage" under "Account Data". However, when signing in to the portal, our contact person from customer B cannot see the quotes / projects from customer A.
What is the purpose of the "All Selected offices" options? And how can we set up a central client portal access for multiple subsidiaries of the same client?
Customer support service by UserEcho