Company Isolation

avatar choug Pro Aug 18. 2010. 7:49 pm #1
I have a number of companies that I work with, all with their own company people that need to be assigned to a project and additionally have their own clients that they will want to assign to a particular project.

What I want to do and not sure if it's possible, is make sure the companies are isolated. Each company would be able to create a project, assign their people to the project, but, not have access to people listed in outside their company.

I'm not sure if the roles can be tweaked in such a way. I guess an example would explain better.

Company A, main company that has me and my people, to be brief, Chris and Mike that will work with all the other companies. We have admin access and access to everything. That's not a problem.

Company B. They have their company people and also their clients. They would need to be able to create projects for their clients, assign their people to the project, create regular members (their clients) and be able to assign their people and their clients to a project. Should not have access to people in Company A or C.

Mike and/or I would be the only ones that would be able to Company A people and be able to assign Company A people to the project.

Company C. set up like company B with different people and be able to assign their people to projects they create, but, not see Company A or B people. Mike and/or I would be able to assign our people (Company A) to a project or anyone we see fit.

Is this possible?

I recently purchased the corporate version and still learning...

Chris
avatar Ilija Studen Staff Aug 19. 2010. 3:04 am #2
Hello Chris,

activeCollab misses one organizational level here because of the way it was build. What we designed activeCollab for is a situation where you have one company working with their clients. That's the typical need of activeCollab customers who want to bring clients in and work with them.

Situation where there's the administration company (Company A in your example), plus companies (B & C) that work with their clients is something that activeCollab is simply not designed to do.

Problem is that activeCollab will treat Company B and Company C as clients. This means that:

1. they can't create other companies or people in these companies,
2. they can't assign people from other companies to projects etc.

These operations are not something that you expect your client to be able to do in setup that activeCollab is designed for (owner company using system to collaborate with their clients on projects).

Maybe if you could share more details on what you are trying to do we can help more. If you don't want to share it here on the forum, you can always get in touch with us via this page or by sending an email to support@activecollab.com. Just mentioned this topic.
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avatar choug Pro Aug 19. 2010. 3:25 am #3
We do a lot of programming for different clients. Some of the clients are focused on graphic designs/branding/web design and they have their own clients.

So, they would secure a contract for their client and then hire us to do any needed programming on the site.

In the example I've given, I don't need Company B or Company C to create any new companies, but, be able to create projects and assign their own people to the project and also add their client as a member and to the project.

I was playing around with roles and it looks like if their role allows them to add projects and NOT manage projects/manage people, then it will do what I am wanting without anyone but me and my people having access to the other 'sub' companies (Company B and C) people/clients.

Chris
avatar Ilija Studen Staff Aug 19. 2010. 4:50 am #4
Hello Chris,

If Company B and Company C are bringing their clients as members of their own company, than there will be no problems.

You can restrict them to be able to create new projects, but see only projects that they are working on, and not all of them. As client companies, they will see all members of their company and ONLY the people that they've been working with on a project from other companies.

Please let us know if you have further questions or need our assistance.
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