Portal: Roles & permissions

[Stefan]

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]

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.

[Stefan]

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:

"Campaign":{"create":"no","read":"all","edit":"no","delete":"no","stream":"no"}

EDIT ad calls:

If I understand the documentation correctly, when I connect a portal user (portalUsers) to an account, then at

Portal Role > Scope Level > Call: Read = account

All calls, that are connected with account (that is linked with portal user), should be visible in the portal for the portal user? Or do I have to do something else? Because that's not working for me.