Portal Role Entity Edit Access for Contact not working

[rouhu]

I am using EspoCRM 8.3.4

In Portal Role, when setting Entity's Edit-right to "contact", the Edit-button does not appear and the record cannot be edited. If I set the Edit-right to "All" only then the record can be edited. The Entity's Read-right is set to "contact" and that works ok, so the relationship to contact entity works ok.

[yuri]

Steps to reproduce are not detail enough. There can be many entities, they work different.

[yuri]

Could not reproduce.

Maybe clear cache will help.

[rouhu]

Thanks for checking. Let me analyse it some more. Its a custom entity.

[rouhu]

So, if the record is created by the portal user, then he can edit it (when Portal Role Edit right is "Contact"). But if he tries to update a record created by someone else (internal user), then all fields are read-only. So looks like the Edit rights for "Contact" is same as for "Own" setting. Portal user should be able to update a record even if he is not the owner (ie creator) as long as he is listed in the Contacts subpanel and portal role Edit right is set to "Contact".

[victor]

You have not completely understood the work of Portal Roles (primarily "own" and "contact" access work): https://docs.espocrm.com/administrat.../#portal-roles.

[rouhu]

Could be so, but what is then the difference between "Own" and "Contact" in Edit right.
Here is the requirement. Lets say that customer needs to update the delivery status of a shipment record. Obviously, customer has not created this record but can see it and then they would need edit rights for the shipment status field to set it "Receipt Confirmed". How to do this in portal ?

[victor]

In this case, you will need access "contact" or "account" and the record that the Portal User should edit must be previously related with Contact or Account. A very similar example is described here:https://forum.espocrm.com/forum/gene...451#post109451.

Note that it is very important to make Rebuild after changes in the Portal or Portal Roles settings. And update the page on the Portal side (as Portal User) after changes.

[rouhu]

I have done rebuilt, cleared cache, cleared browser cache but the problem persist. This issue is with custom module (Cases could work differently). If I let portal user to create a record, he can edit this record when Edit right in portal role is "Contact" but all the other records in list view he can only read.

[victor]

Most likely, you are misinterpreting the set access for the custom entity, no problems were detected on the test instances.
You can submit an access screenshot for this entity + full screen screenshots of the problematic entry:
- the first with how the record looks in the Admin profile;
- the second with the same entry in the Portal User profile.