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.

[Stefan]

Can anyone help me with this? I can't manage to display calls in the portal (only 'all' or 'none' works for me).

[lazovic]

Hi Stefan,

What version of EspoCRM are you using? Does it have any customizations?

I kindly ask you to note that for the portal role, there is an option to set up such access to calls as you wish.

[Stefan]

Hi lazovic,

I habe version: 9.1.0

That's exactly how I did it:


Does this apply to every relationship between Portal User -> Account -> Call, or only to specific ones?

My setup:

Entity User:
portalUsers n:n accounts

Entity Account:
account One-to-Many callsPrimary
parent Parent-to-Children calls


When I am logged in as a user, I can see all connections and calls:





But I don't see any calls in the portal.

[lazovic]

Stefan,

It is working for me:

[Stefan]

lazovic

Strange! Could you maybe also show me the settings for “Test Account 1” (e.g. "Original lead") to see if anything is different? Because otherwise we actually have everything pretty much the same.

[victor]

Try to make a Rebuild in Administration > Rebuild after changing the settings in your Portal, before testing the changes under the Portal User.

After changing the settings of the Portal functionality, be sure to make Rebuild.

[lazovic]

Stefan,

This is a regular account with one custom field, but it does not affect the portal user's access in any way:

[Stefan]

So, i think i found the problem i had another relationship between call and accounts, i deleted it. After deleting rebuild. There was still nothing to see in portal. After I unlinked and linked the call with account again, then rebuild again, the calls were visible in the portal.

Still a bit strange for me. But thank you very much for your help anyway.