Name of Feature/Request: Portal Permissions around Sales Orders
What financial, time savings, or quality of life improvements will occur from this: DWC would like more structured portal role permissions to provide flexibility around sales orders.
Why?: DWC manages health and retirement plans. Each plan is represented by an order for each plan might have different billing and different people related to them. They’d like for the contacts in the portal to only see the sales orders they are related with to limit them from seeing other contacts’ orders and plan information.
Attempted Solutions So Far: None Listed
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: None
StrivenID: 4018340