# Access restriction to requests for holdings/groups of companies
# Symptoms

The customer structure is such that there is a nesting of companies:

**parent customer → legal entities → trading points → end users.**

Within this structure, the following tasks need to be solved in Swarmica:

1. To ensure that a manager from the parent customer can see requests down their structure. Also from the legal entity and trading point for monitoring and post-flight analysis.
2. For statistics - to keep track of where requests came from and then compile them.

# Solution

### Task 1

Add the specific email address of the corresponding representative of the customer/legal entity/trading point to the CC of the request. Then the corresponding representative will receive all correspondence from the request and will be able to monitor what happened in the request.

To add to CC, do the following:

1. Log in to Swarmica as an **Agent**, **Manager** or **Administrator**.
2. Open the corresponding request.
3. Click on the **Unassigned** button in the **CC** field on the right:

![](https://support.swarmica.com/attachments/8/8/88QlbnDzvVFVdy2G_a/add-to-cc.png)

4. In the window that appears, start typing the email address and select the recipient. If such user is not found in the system, then click **Invite user**, enter the email address and click **Send invitation**:

![](https://support.swarmica.com/attachments/g/5/g5KcpMr_CUMROiE6_a/изображение.png)

### Task 2

1. [Create a Company entity](https://support.swarmica.com/article/ru/207-kompanii.html#sozdanie-kompanii) for each parent company, legal entity and trading point.
2. [Create a custom field](https://support.swarmica.com/article/ru/124-kastomnye-polya.html) for Companies: type - text, name - Parent company. Example:

![](https://support.swarmica.com/attachments/A/h/Ah2E-DsQvHurgOHy_a/изображение.png)

For each legal entity, this field indicates the name or UID of the parent parent company, and for each trading point - the name or UID of the legal entity in **Clients - Companies**:

![](https://support.swarmica.com/attachments/Z/6/Z6W5jxWlZ4YVxQVn_a/изображение.png)

3. [Create 2 custom fields](https://support.swarmica.com/article/ru/124-kastomnye-polya.html) for Requests:

- Type: menu; Name: Legal entity
  In this custom field, legal entities are added. Example:
  ![](https://support.swarmica.com/attachments/4/x/4xTMelEv3Uz9NWx2_a/изображение.png)
- Type: menu; Name: Trading point
  In this custom field, trading points are added. Example:
  ![](https://support.swarmica.com/attachments/b/z/bzFZan0jZot-KCI6_a/изображение.png)

When creating/processing a request, the Agent fills in the corresponding custom fields of the request.

![](https://support.swarmica.com/attachments/K/6/K6cV89ZQLbGV4IsA_a/Set-CF-ticket.png)

## Implementation limitations

Reports can be generated by users with the Manager role or higher.

This means that to generate a report on requests, a representative of the parent organization must contact a Swarmica user with the Manager role or higher.