Quote Visibility/Restriction for Partner Users
Hello Team,
We have a business requirement of restricting quote visibility based on the logged-in partner organization /users. We are planning to use QuickRegistrationBuy type for our partner users as it doesn't required any licenses. Since we have a large number of users across various organizations, we need an efficient way to group them.
Example:
- Users A and B belong to Partner Organization X.
- Users C and D belong to Partner Organization Y.
- There is also a hosted Internal Full Access User.
Requirements:
- If User A creates a quote, it should be visible to all users in Organization X and to the internal Full Access User, but not to users in Organization Y.
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