Request for help setting up

Hello. Previously, there was such a topic https://crm-onebox.com/en/support/other/7489-mozhno-li-obedinit-2-i-bolee-biznesa-v-odnom-bokse/ I assume that the separation of the structure / business processes (on them and set up rights) / accounts, etc. you can solve your problem. If you need a specific solution for setting up a system / business processes, I recommend contacting integrators with this question, perhaps they have a ready-made solution.

[quote] Netudykhata Inna wrote: Hello, I have several offices in my structure, respectively, several leaders and managers who report to them. Purpose: to set up the system so that managers and the head of a separate office see only their orders and tasks, but if necessary they can see someone else's order, for example, they made him an observer in it, no more. I've been trying to do this for over a month now, and it doesn't work. We open offices in other cities, I want to give them boxing as a CRM, but I can't trust them 100% and I don't want them to be able to see everything and everything. Now I need help with this setup for the existing 3 offices, and after that we can use it for others. Please help, this is very important [/quote] Hello! You can create 3 departments with their own business processes and assign certain rights to each. In the Finance section, leave the rights only to view and add a payment (if necessary)

ok, I need help with this, I myself only spoil everything, I have already spent a lot of time and it doesn’t work

[quote] Netudykhata Inna wrote: ok, I need help with this, I myself only spoil everything, I have already spent a lot of time and it doesn’t work [/quote] Write us a request https://crm-onebox.com/en/partner/olmonic/ You will be contacted as soon as possible

[quote] Olesya Olmonic - FOP MOROZOVA O.P. Certified Partner Olmonic wrote: [quote] Netudykhata Inna wrote: ok, I need help with this, I myself only spoil everything, I have already spent a lot of time and it doesn’t work [/quote] Write us a request https://crm-onebox.com/en/partner/olmonic/ You will be contacted as soon as possible [/quote] thank you wrote

as an option - write to us https://crm-onebox.com/ua/partner/integrator/ May I know.