We have Creatio set up for my organization but I would like to split in two work environments for two different kind of client base under one Creatio. Mostly employees would be same but Client accounts / contacts would be different in both.
We are already paying for set of licenses and I feel it's not ideal to set up whole new creatio which would require us paying for another set of licenses. I am wondering if there is a way we achieve this
Thanks a bunch!
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Hello!
If the business plan is for users to work with different counterparties or contacts, you can configure roles to separate employees who should work with different counterparties or contacts.
For more details, please refer to:
https://academy.creatio.com/docs/8.x/setup-and-administration/administration/user-and-access-management/user-management/organizational-roles
Regards,
Orkhan