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Bug #3191

open

Create Meetings [All type of events] - Add Entity / Corporate - Group ACL's should work on entity / Corporate side. [Meaning: The group-related TMs should appear in the client's drop-down list.]"

Added by Neela Chinnappa 6 months ago. Updated 7 days ago.

Status:
New
Priority:
Normal
Assignee:
muskan mathur
Start date:
08/19/2024
Due date:
% Done:

0%

Estimated time:

Description

DG Counsel name: Perficient Technologist
On dg counsel side, In view relationships, client name: RSB associates [Lauditor firm]
RSB associates belongs to Group A
TM A and TM B are part of Group A

1. Login the Lauditor the with Super User [RSB associates]
2. Click on Meetings
3. Click on create
4. Select any type of event
5. fill the mandatory fields
6. Select Entity / Corporate [for ex: Perficient Technologist]
7. After selecting the Perficient Technologist, TM's are getting listed

In that list, Group A related TM's [TM A and TM B] should be listed out. But all the team members are belonging to the firm are getting listed.

Note : Applicable for all clients [Content, Coffer, Corporate]

Note : Applicable for all type of events and All types of users

Note : Applicable for all products

Files

bandicam 2025-02-21 12-17-21-622.mp4 (3.05 MB) bandicam 2025-02-21 12-17-21-622.mp4 Anantha kumar, 02/21/2025 06:57 AM
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