Steps to Assign Multiple Users to a record

  • Go to the selected module. For an example, here we configured the Contacts module.

  • Click on ‘Add Contact’ to create new Contact or select existing Contact.

  • In the record edit view, you can see the custom block is added.
joforce-multi-user-contact-create-view
  • Here in the ‘Followers’ field, select the users from the list to assign the Contact record.
Assign-multi users
  • Set the ‘Team Status’ as Enable by choosing Enable from the dropdown. You can also disable it if you don’t want to assign the record for the users.
Enable-multi-user-record
  • After you fill all the mandatory fields, click Save.
save-contact-records
  • Once you save the record, the extension will automatically create a group and assign the record to the newly created group.

  • The assigned users can now access the record.

  • To view the newly created groups in Joforce CRM, navigate to Settings → Groups.
Multi-user-groups