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’.
joforce-multi-user-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.
setup-joforce-mutli-user

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