Ok... playing around with Users and Client companies users. Are client company users able to see 'users' that my be assigned to them?
Ok... I have 2 accounts in my setup... 1st one was the Admin (with admin as username), then I created another account in my name but with Admin rights. I then created a Client company from my 2nd 'personal' account. Then added a user (know as John Doe). How is John Doe to see ANY one? Kinda thought who ever recreated the Client company would be a user in that Client companies workspace.
I can't seem to figure out, after I created a company account, added a user, should they need to contact me.
Would I have to add them as Contact? Or is it just use 'Notes' for communicate? Would be nice if they had a 'face' or contact, that they knew was there if they had any questions.
Now I can send a note to John Doe, and he can reply, but what would happen if John Doe deleted that note?
Just wondering how a Client Company user would be able to make 'first' contact, if that was to happen.
Maybe I am missing something easy but looking forward to any reply.