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Multiple Company Account Setup

nish

16 Mar, 2010 10:45 AM via web

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I have started to play with batchbook today (thank you google marketplace! ) and have been quite impressed. I am looking at rolling it out across my company over the next few weeks if I can configure it to meet our company (companies) requirements. The company (or rather companies) that I work for is a bit messy and I am trying to figure out the number of user accounts I would need to get this started along with some config settings.

Here is the scenario -
We are a manufacturer/distributer with three companies - springtech, innerinc and tally trading. All three companies have the same sales, operations and management teams (they are really one company but have been setup with different licenses - manufacturing, trading and free zone).

1. So "Tom" from the sales team might have two email addresses (tom@springtech.com and tom@innerinc.com). Does this count as two users?

2. We have certain shared mailboxes (eg sales@springtech.com & info@springtech.com). Everyone in the sales team can login and access these email addresses to communicate with customers. Are each of these shared mailboxes considered a separate user? If not, when a sales person logs in and wants to send an email to BatchBox, can they just bcc with their own unique batchbox address (even though they are not sending from their own email address)?

3. "Jill" handles all purchasing with our suppliers. She emails the suppliers regularly to negotiate rates and pricing for our products. For security reasons, the sales team should not have access to these email conversations. If I set the "permissions" correctly (ie as an Administrator, I click on her name in contacts and only allow management users to "see this record") will this prevent sales from having access to the email conversations?

4. This is a weird one. Both springtech and innerinc are setup on google apps. Tally Trading just uses the email address from our isp. I created batchbox for springtech. Is there a way to extend this to innerinc? to tally trading?

Thanks in advance for any help!

Regards,
Nish

1. Support Staff 2 Posted by Sean Ransom on 17 Mar, 2010 02:07 PM

   

   Hello Nish,

   1) Each user gets there own separate record in BatchBook. You can always add additional email addresses to that record and that is ties to the master user.

   2) Yes it is not highly publicized but one can use another users batchbox address.

   3) Yes if you set the sales users to basic users. Then they can only see records you grant access to.

   4) Not following this one, can you elaborate a little for me?

   Thank you and let me know if there is anything esle we can answer,

   Sean Ransom

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2. 3 Posted by nish on 18 Mar, 2010 11:35 AM

   

   Thanks for the speedy response Sean. It looks like BatchBook meets all our requirements.
   Based on your answers for 1,2 I think I am able to get around #4.

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