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
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
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