Hello,
The OOTB doesn't let a portal user to be assigned to a Manager. In such case
- How is the chain of command (in Company) rolled up for that portal user?
- How is the sales from the portal user accounted for in Sales Pipeline?
What is the best practice/approach in such scenarios?
Thanks,
Madhuri
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13:22 Jul 05, 2022
Hello Madhuri!
In the out-of-box functionality, you can assign a portal administrator.
This article covers how administrators in the main Creatio application can manage portal users and portal access permissions.
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