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[Resolved] Multiple Users per Organization in Client Portal

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Last updated by Waqar 4 months, 3 weeks ago.

Assigned support staff: Waqar.

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#2250883

Tell us what you are trying to do?

If we have an organization ACME Inc., when a user for that company logs in, they have access to CPTs assigned to them. However, there might be three different users assigned to ACME Inc. All three users should have access to ACME Inc content - meaning the content belongs to ACME Inc and not the user.

What is the best way to accomplish this to ensure that the information only is shown to users in ACME Inc on login?

#2251335

Waqar
Supporter

Languages: English (English )

Timezone: Asia/Karachi (GMT+05:00)

Hi,

Thank you for contacting us and I'd be happy to assist.

If your goal is to allow/restrict access to the specific content to users, based on the organization they belong to, you can create custom user roles for each organization.

Here is a guide on adding custom user roles, using the Toolset Access plugin:
https://toolset.com/lesson-placement/lesson-placements-1645359-1622357/

And here is a guide on access control settings to manage which user roles can access which type of content:
https://toolset.com/course-lesson/setting-access-control/

I hope this helps and please let me know if you need any further assistance around this.

regards,
Waqar