1 Contact for Multiple Accounts

1 Contact for Multiple Accounts

Hi,


Is it possible to have 1 contact linked to multiple account?

My scenario is:


  • I have several related accounts which purchased different set of products/contracts
  • A contact may have access to multiple accounts (requires same user-id and password), or;
  • A contact may be exclusive to only one account

Any suggestions on how to achieve this?


I was thinking of using sub-accounts so that contacts which are exclusive to only one account can be linked to sub-account while those contacts shared by all/several accounts will be linked to primary account. My challenge on this approach is during ticket creation via web form for a sub-account contact user, all products linked to primary account will be shown and there's no option on Request Template >> Field & Form Rules to limit the product options based on Sub-Account

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