When it is necessary that a user can only have access to part of the accounts database, you can use organizations. From sub organizations different separations that your database could contain can be established, such as geographical locations.
If for example, you want to separate your sales team and assign them each different accounts, like Madrid and Barcelona, the sub organtization accounts “Madrid” and “Barcelona” should be created.
As shown in the image the sub-organization is created by simply entering the name and clicking “Add sub-organization”. You can create as many sub organizations as needed. Now, just like in the User Management tab, users can be created, edited, and assigned to a sub-organization from the Users tab
Once sub-organizations are created and the users are assigned to them, it’s time to upload the data that corresponds to each sub-organization. Therefore, it is very important to consider the following: data will be allocated to the sub-organization to which the user that is uploading it belongs.
Therefore you have two options, that the sales manager of each zone uploads the data from that area or that the system administrator change their sub-organization before uploading the data. A more detailed explanation can be seen in the “Import Data” section.