Custom Tab in Portal to show Portal Users Account

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  • czcpf
    Senior Member
    • Aug 2022
    • 160

    Custom Tab in Portal to show Portal Users Account

    If we create a portal, configure the portal to display Tab “Accounts”, create a portal user and give them permission to view Accounts but only those which they are assigned to, we get a tab “Accounts” on the left menu as expected. Clicking the link, displays only those accounts the portal user is assigned to as expected. Clicking the individual Account in the grid shows that portal users Account details as expected.

    My question is, how do I create a custom tab in the portal called “My Account”. Which, when clicked, shows the portal users’s account detail record?

    Can someone please provide step by step instructions ? EspoCrM 7.1
  • emillod
    Active Community Member
    • Apr 2017
    • 1405

    #2
    Hello czcpf
    as you can see in portal user settings, you can set multiple accounts for user. It's to code a functionality which would allow for choosing favorite and add My Account link, but it require coding skills.

    Comment

    • czcpf
      Senior Member
      • Aug 2022
      • 160

      #3
      Hello emillod

      Thank you. I see now the following relation in EspoCRM

      Account (Many) - To - Many (User) relation.

      Comment

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