Parent / Child Customer setup

Using my Dolibarr CRM/SRM Modules
1

What we want to do is to have:

  • A Parent Account. The Billing Account
  • One ore more Child Accounts. Linked Accounts representing Offices belonging to the (parent) Billing Account

The idea is that a customer could “log on” using either the Parent or a Child credentials.

Being new to DoliBarr, I do not know if this is already “there” in the system, or if it’d require custom development.

2

Please take a look at the Video for Users and Groups and you will find (most) of your answers and feel free to ask more about it.