Portal: Roles & permissions

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  • Stefan
    Member
    • Jul 2021
    • 86

    #1

    Portal: Roles & permissions

    Hello,

    I am trying to set up a portal for the first time.

    How is it possible to share certain campaigns and calls with portal users?

    In the permission settings for portal users, I can't find campaigns at all. And I don't know how to share calls with portal users

    Any help would be greatly appreciated!
  • victor
    Active Community Member
    • Aug 2022
    • 901

    #2
    Portal Roles have many limitations compared to the Regular User Role.
    Due to the UI, without programming skills, you will not be able to grant Campaign entity permission to the Portal Role. For the Call entity, access is granted in the same way as for most other entities: https://docs.espocrm.com/administrat.../#portal-roles.

    Comment

    • Stefan
      Member
      • Jul 2021
      • 86

      #3
      Originally posted by victor
      Portal Roles have many limitations compared to the Regular User Role.
      Due to the UI, without programming skills, you will not be able to grant Campaign entity permission to the Portal Role. For the Call entity, access is granted in the same way as for most other entities: https://docs.espocrm.com/administrat.../#portal-roles.
      I see, thanks victor! Would it work if I just edit the corresponding entry in the database and add something like this:

      portal_role > data:
      Code:
      "Campaign":{"create":"no","read":"all","edit":"no","delete":"no","stream":"no"}

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