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.
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.
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.