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Is there a way to account for Customer Contacts who are associated with multiple accounts? The situation is that there could be 2 clients who use the same person as a contractor. This person needs access to our Customer Service portal, but not as a partner. Basically, our situation says that there is a m2m relationship between customer contacts and accounts.
Is there a way we can do this without blowing up a ton of the out of box features that require a single account per customer contact? Would multiple user records (1 per account) with the same email address (because it's the same person) be kosher?
As far as I know, you will have issues with mails and such, and basically anything that relies on the email address.
I would not recommend it.
Please mark as helpful or correct based on impact.
Hi Patrick. Would it work for you to create an account for the contact - associate the contact with that account and make it a 'customer' account. Then link the partner accounts to the customer account via partner relationships. That will allow the contact to sign into the portal as a regular customer who could open cases, etc., but not give him/her partner permissions. Let us know if that's feasible.