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Master user account and sub user account

By: Jean Nguyen | Asked: 08/23/2024
Forums › Category: How-to › Master user account and sub user account
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Jean Nguyen asked 6 months ago

Hi, 
Is there a way to have a user who is the master account and then have sub user account for this master account?
i.e
I would like a company to register to my website, the General manager being the Master user account. 
Then he asked some team mate to also register with their own account, and they become a sub account for this company.
Every user can then fill their own forms on our website, each sub user has only access to their entries, but the master user account can have access to everyone's entries from this company 
 
Thanks 

2 Answers
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Walter JonesWalter Jones answered 6 months ago

User roles are created with Wordpress.  Within the form settings you decide who can edit the forms based on their Wordpress user roles. 

Jean Nguyen replied 6 months ago

Thank you, and how to make sure that the master user account for Company A will not see entries from sub user of Company B?

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Walter JonesWalter Jones answered 6 months ago

One way is to assign the a custom user meta to the user profile when they register for your site. And then you create views filtered by the company that is set as a user meta. 

you will build a view for each company. 

Here is some documentation on filtering. 

https://formidableforms.com/knowledgebase/filtering-entries/

Jean Nguyen replied 6 months ago

Thank you, will have a look at it

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