Make managing companies a way to manage the company contacts
Not sure if it's possible, but imagine that we have a way to allow customers that have a company with multiple users to manage their users. For sure we need a company manager, or a user that has management capabilities, and that user (probably the owner or the manager of the company) could add/remove contacts in the company.
That would allow companies to manage their users, and the ones that should receive mails from the CRM manager, or get access to some company privileges, like access to some special content or access to FluentCommunity Portal subscribed areas.
That would be amazing for sure. Also we should have the possibility to assign access rights to the community based on the company, which means that we should be capable to assign tags to the company, or lists to a company, and all the members of the company would get the same lists and tags as the company itself.
This way we can add/remove tags or lists to the company only, and the users or contacts belonging to that company also get or lose the same lists or tags.
did you ever figure out a solution for this?
This is exactly the question/need I have. We've just licensed FluentCommunity, and we're now in the midst of a project that should select a CRM. The CRM should manage the users in FluentCommunity.
We want to allow the owner/manager of a company to add employees to the CRM, which should then be provisioned to FluentCommunity. I know that this could be done using Zoho CRM (with some custom code), but I'm unsure about FluentCRM, hence the question.