The only way to assign a record to multiple users is to create a group manually. However, with this tool, the groups can be developed automatically as you create a record. The extension includes a special field which has a list of all the users. As you select the users, it starts gathering a group and assigns it to the record. It’s a perfect way to give access to multiple users of a single record without compromising permissions.
Here are some of the key features that make our extension unique.
- Includes a Multi-Select User field which contains the complete list of all active VTiger users
- Creates a dynamic VTiger Group based on the selected users
- Designed not to create duplicate groups for the same group of people (it actually avoids duplication)
- Intelligent enough to delete unused groups as the group members are unassigned from the team
- Supports custom “Assigned To” field (secondary field for notifications)
- Allows to specify field label in the configuration panel
- Allows ‘hover’ and full mode editing
- Compatible with VTiger Standard & Custom Modules
- Module Manager Compatible
- Available on VTiger Marketplace
We provide a unique demo instance for all our extensions. Each demo instance is pre-configured to only show features available for the specific extension. It is likely that some of the standard vTiger modules have been disabled to make the demo more user friendly.
VTiger 7 Demo
Please use credentials below to access the demo.
- Link: http://demo7.vtexperts.com/team/index.php (Will open in new window)
- User: demo
- Pass: demo
VTiger 6 Demo
Please use credentials below to access the demo.
- Link: http://demo.vtexperts.com/team/index.php (Will open in new window)
- User: demo
- Pass: demo
If you are not able to access the demo or find an issue - please send us an email at support@vtexperts.com or via contact form.
All extensions come with an extensive user guide, which includes setup instructions, suggestions as well as usability tips. Please click the link below to access user guide for this extension.
User Guide: https://www.vtexperts.com/helpdesk/multi-user-assigment (Will open in new window)
For assistance or any questions - please contact us via help@vtexperts.com.
6 reviews for Multi User Assignment
Collaboration tools by VTExperts for Vtiger CRM November 24, 2022 - Team collaboration is always an integral part of any business’s success. In this digital era, collaboration tools in CRM systems are a must-have. That is why VTExperts developed extensions that enhance the process of team communication. Moreover, these extensions also make collaboration within the team and with the customers easy. Let us check some of the advantages of effective collaboration tools by VTExperts for Vtiger CRM Benefits of collaborative tools Skill sharing The first and foremost important advantage of collaboration is skill sharing. It helps team members to share their feedback and skill with each other. Collaborating with different teams and within the team works as a learning experience. So, collaboration helps in sharing knowledge and skills. Problem Solving When you came across an issue and even after trying several approaches you are still not able to solve it. What should you do next? In such scenarios, you should use… Read More
Generate Groups via Scheduler in Multi-User Assignment Team Extension For VTiger December 8, 2018 - VTiger open source only supports a single assigned to field. That means, one record can only have one assigned to field by default. If you want to add multiple users to a single project, or give access for some user in order to reveal a specific record and have his input on the matter, it’s hard. The admin will go to groups, find the users who need to have access to this specific record. Then create a new group. Further, he will have to open the record, change the assigned to, to the new group. It does not sound like a job of admins to move around like that, especially when there are convenient ways to do so. Multi-User Assignment or Team Extension This gap is covered by the extension Multi-user assignment, frequently known as “Team” module. The Multi-user assignment extension for VTiger settles down the matter of who should… Read More
Assign A Record To Multiple Users Or Groups In VTiger 7 December 19, 2017 - In VTiger 7, User can assign multiple user of groups to a record by using our Multi User Assignment extension. The extension includes a special field which has a list of all the users. As you select the users, it starts gathering a group and assigns it to the record. How to Assign a Record to Multiple Users or Groups Go to the "Menu" and select "CRM Settings". Select "Multi User Assignment" under the "Other Settings" drop down menu. From here select the module you want to assign multiple user and click on the "Save" button. Go to the selected module (For this example we use Projects) and click on the "Add Project" button. From here you can assign multi user to the project by adding the user's in "Team Field". For further help contact us on help@vtexperts.com. We'll be glad to be of service. Read MoreRelated products
The only way to assign a record to multiple users is to create a group manually. However, with this tool, the groups can be developed automatically as you create a record. The extension includes a special field which has a list of all the users. As you select the users, it starts gathering a group and assigns it to the record. It’s a perfect way to give access to multiple users of a single record without compromising permissions.
Here are some of the key features that make our extension unique.
- Includes a Multi-Select User field which contains the complete list of all active VTiger users
- Creates a dynamic VTiger Group based on the selected users
- Designed not to create duplicate groups for the same group of people (it actually avoids duplication)
- Intelligent enough to delete unused groups as the group members are unassigned from the team
- Supports custom “Assigned To” field (secondary field for notifications)
- Allows to specify field label in the configuration panel
- Allows ‘hover’ and full mode editing
- Compatible with VTiger Standard & Custom Modules
- Module Manager Compatible
- Available on VTiger Marketplace
We provide a unique demo instance for all our extensions. Each demo instance is pre-configured to only show features available for the specific extension. It is likely that some of the standard vTiger modules have been disabled to make the demo more user friendly.
VTiger 7 Demo
Please use credentials below to access the demo.
- Link: http://demo7.vtexperts.com/team/index.php (Will open in new window)
- User: demo
- Pass: demo
VTiger 6 Demo
Please use credentials below to access the demo.
- Link: http://demo.vtexperts.com/team/index.php (Will open in new window)
- User: demo
- Pass: demo
If you are not able to access the demo or find an issue - please send us an email at support@vtexperts.com or via contact form.
All extensions come with an extensive user guide, which includes setup instructions, suggestions as well as usability tips. Please click the link below to access user guide for this extension.
User Guide: https://www.vtexperts.com/helpdesk/multi-user-assigment (Will open in new window)
For assistance or any questions - please contact us via help@vtexperts.com.
6 reviews for Multi User Assignment
-
Assigning tasks has never been so easy in Vtiger
-
If you want to buy I recommend it to make interface easier
-
it cost high decrease cost plz
-
maybe one day vtiger add this function by default it is very necessary for us
-
I hear vtiger customize companies charge much. Vtexpert do not charge much friendly people
-
It streamlined my company’s assignment system. We can create groups directly from the provided field
Collaboration tools by VTExperts for Vtiger CRM November 24, 2022 - Team collaboration is always an integral part of any business’s success. In this digital era, collaboration tools in CRM systems are a must-have. That is why VTExperts developed extensions that enhance the process of team communication. Moreover, these extensions also make collaboration within the team and with the customers easy. Let us check some of the advantages of effective collaboration tools by VTExperts for Vtiger CRM Benefits of collaborative tools Skill sharing The first and foremost important advantage of collaboration is skill sharing. It helps team members to share their feedback and skill with each other. Collaborating with different teams and within the team works as a learning experience. So, collaboration helps in sharing knowledge and skills. Problem Solving When you came across an issue and even after trying several approaches you are still not able to solve it. What should you do next? In such scenarios, you should use… Read More Generate Groups via Scheduler in Multi-User Assignment Team Extension For VTiger December 8, 2018 - VTiger open source only supports a single assigned to field. That means, one record can only have one assigned to field by default. If you want to add multiple users to a single project, or give access for some user in order to reveal a specific record and have his input on the matter, it’s hard. The admin will go to groups, find the users who need to have access to this specific record. Then create a new group. Further, he will have to open the record, change the assigned to, to the new group. It does not sound like a job of admins to move around like that, especially when there are convenient ways to do so. Multi-User Assignment or Team Extension This gap is covered by the extension Multi-user assignment, frequently known as “Team” module. The Multi-user assignment extension for VTiger settles down the matter of who should… Read More Assign A Record To Multiple Users Or Groups In VTiger 7 December 19, 2017 - In VTiger 7, User can assign multiple user of groups to a record by using our Multi User Assignment extension. The extension includes a special field which has a list of all the users. As you select the users, it starts gathering a group and assigns it to the record. How to Assign a Record to Multiple Users or Groups Go to the "Menu" and select "CRM Settings". Select "Multi User Assignment" under the "Other Settings" drop down menu. From here select the module you want to assign multiple user and click on the "Save" button. Go to the selected module (For this example we use Projects) and click on the "Add Project" button. From here you can assign multi user to the project by adding the user's in "Team Field". For further help contact us on help@vtexperts.com. We'll be glad to be of service. Read MoreInformation
- Ioncube & PHP SOAP (hands-on)
- Install & Setup (hands-on)
- Meeting Server Requirements
- Assisting with any issues related to plugins
Shane (verified owner) –
Assigning tasks has never been so easy in Vtiger
Sathvik (verified owner) –
If you want to buy I recommend it to make interface easier
Mohamed (verified owner) –
it cost high decrease cost plz
Romain (verified owner) –
maybe one day vtiger add this function by default it is very necessary for us
Alexandre (verified owner) –
I hear vtiger customize companies charge much. Vtexpert do not charge much friendly people
Clyde (verified owner) –
It streamlined my company’s assignment system. We can create groups directly from the provided field