Request for PDF Template Access via Portal

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  • abidoss
    Senior Member
    • Mar 2023
    • 230

    Request for PDF Template Access via Portal

    I have a client who wants to download PDFs. How can I allow this through the portal, knowing that the PDF template I have is only for regular users?


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  • victor
    Active Community Member
    • Aug 2022
    • 729

    #2
    If the Portal Role is granted access to the Template (screenshot 1), then this Portal User will be able to use the Print to PDF function in all records of other entities to which he has access.
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    • abidoss
      Senior Member
      • Mar 2023
      • 230

      #3
      Thank you very much, I hadn't thought of looking into the roles

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