Create groups of companies

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Jason Massey

• May 10, 2022 15:00

Our company splits our clients up among internal teams.  It would be great if we could create a group of companies and then assign that group to an AutoElevate user rather than having to go through and assign each company one by one to the user.

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• Official comment

  

  Dave Sibiski

  • November 18, 2022 22:47

  Jason Massey

  Thank you for participating in our "Feature Request" forum. We will be closing this site down as it has been replaced by our new "Roadmap" that can be found here: https://github.com/AutoElevate/roadmap#readme

  This specific request has been added as a "Proposal" and can be found here: https://github.com/AutoElevate/roadmap/issues/27

  You can add more feedback to the issue directly and/or subscribe to it so you can be notified of any changes to it's status.

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  Alex Nicoletti

  • August 08, 2022 20:11

  Another option might be to create tags that can be added to companies or locations. You could then grant access to the tag instead of a company. This could allow you to have companies in multiple groups as well.

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  Jason Massey

  • August 08, 2022 20:44

  Alex,

  Tags are a great idea and would give a lot more flexibility.

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