Supplier portal

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  • Davide Alghi
    Junior Member
    • Sep 2024
    • 10

    #1

    Supplier portal

    Hi all,
    I'm writing the requirements for a new project.
    Obviously I will need the "Advanced Pack" and "Sales Pack" extensions.

    I would need to provide a "portal" to each supplier, that would manage (only) its products in EspoCRM. So the supplier, when it connect to the portal, must read/edit only its products/services.
    I took a look at the demo instance of EspoCRM: the supplier is related to an account and a contact, but in the "portal role" it is not possible to define access (read/edit) with account level, only "all/no".

    Is there any way to do this? Is it possible to make a supplier read/edit only its products (services)?

    BR
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    Last edited by Davide Alghi; Today, 08:02 AM.
  • yuri
    Member
    • Mar 2014
    • 8891

    #2
    Hi Davide,

    There's no relation between Product and Account. You can create a custom one and then make a small metadata customization to allow "account" level for Portal Roles for the Product entity type.

    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

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    • Davide Alghi
      Junior Member
      • Sep 2024
      • 10

      #3
      Hi Yuri,
      yep, thank you.
      I'll try it as soon as possible with alternative entity type on my local instance


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