Introduction Multi User Assignments

With Joforce Multi User Assignment, you are now able to assign multiple users to a record. It creates a new group automatically as you create a record. The specific field present in this extension contains the list of all users. Once you select the users, the extension starts gathering a group and assigns it to the record. You can assign records to multiple users without compromising the default permissions.

Module Installation

To install Smack MultiUser module follow the steps below:

• In your JoforceCRM, click User Profile → Settings → Modules.

• Select Install Module from Zip and then click Select from My Computer button.

• Upload the package you downloaded from our website. Make sure to enable the accept with disclaimer and would like to proceed checkbox.

• Select Import and then check the accept license agreement checkbox.

• Click Import Now to start importing the module inside JoforceCRM.

Module Configuration

Once you install the module you can find it under Extensions in JoforceCRM Settings.

• Select ‘Smack MultiUser’.

• Click ‘Add Block’.

• Here choose the module from ‘Module Name’ picklist for which you want to assign multiple users.

• Enter the ‘Block name’, ‘Team Field Name’ and tick the ‘Active’ field to enable the functionality.

• Click on Save.

It now creates a new block inside the chosen module records.