Sugar Portal

Hello Brianna,

could you specify what the members of account are? if they are contacts or subaccounts (probably both may have different locations)?
Out-of-the-box each Contact of the Account has portal name/password to enter the Portal , all the Cases for Account are available for all the Contacts related to that Account
What would you like to change in this behavior?

Best,
Dmytro

Hi Dmytro- If I'm the President of the Company and have multiple locations, I want to look at all the cases for all locations on one screen. If I relate this Contact to all accounts, it will still only show the cases for 1 account versus all cases for all accounts the contact is linked to. Many of our clients want to see the cases for all Accounts they are related to versus looking at them one by one. Does that make sense?

Hi Dmytro- If I'm the President of the Company and have multiple locations, I want to look at all the cases for all locations on one screen. If I relate this Contact to all accounts, it will still only show the cases for 1 account versus all cases for all accounts the contact is linked to. Many of our clients want to see the cases for all Accounts they are related to versus looking at them one by one. Does that make sense?

Hi Brianna

It totally makes sense!
AFAIK the Customer (Account) is a real main entity for the out-of-the-box Customer Portal and Contacts are their authorized persons that actually belong to the Account and therefore may have or may not have access to the Account's Cases through the portal.
No Accounts belong to the Contact in this architecture (even to the President)
However, an Account may "belong" to the person in the case that person is assignedTo CRM user or someone this CRM user Reports To, but in such case the President would need a Sugar license, a special Team and a limited Role

Not sure whether portal customizations may help, as far as I know, we deliver custom portals to subscribers in case out-of-the-box doesn't fit

All the best,
Dmytro