Configuration help

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1

Friends, I am new to SuiteCRM.

Just analysing if it could be used for my requirements. I want to create the following structure

List of companies who will have their individual logins and they will be served by Agents who will log calls / Emails / Meetings on behalf of their respective assigned companies. Agent can serve multiple companies however company should see only their items.

Kindly let me know suitable Role / user configuration for this requirement

Thanks in advance

2

Hi, welcome.

Please read this an introduction to some of the concepts you ask about:

https://pgorod.github.io/Concepts-Accounts-Contacts/
https://pgorod.github.io/Concepts-Users-Employees/

My main doubt about your case is to what extent your companies with agents will be treated internally as users, or externally as portal users.

You can separate data using this mechanism: https://docs.suitecrm.com/user/security-suite-groups/#_a_typical_hierarchy_setup