Looking for a little guidance to ensure I’ve got this set up properly (I might not at the moment).
In my model, here’s what I’m after:
Enterprise [Entity] (top level)
Service Company [Entity] (a child of the Enterprise)
Admin [User] (associated with the Enterprise)
Manager [User] (associated with the Service Company)
Advisor [User] associated with the Service Company)
Leads (assigned to an Advisor, created by the Advisor related to their Leads)
Notes (associated to the Leads) (these are “Transactions” in the diagram)
Right now it have it set up like the following:
My Users have different “Types”.
- An Advisor only ever sees Leads assigned to them.
- A Manager sees all Leads (and related notes) associated to the Service Company they can access.
- An Admin can see all Leads associated to their Service Companies.
First, is this possible?
Second, does my setup need tweaking?