Portal User Access Issue

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  • Ashif Malayil
    Senior Member
    • Dec 2023
    • 240

    #1

    Portal User Access Issue

    I have linked a Contact to a Portal User. This Contact has a one-to-many relationship with two modules: Sales Order and Purchase Order. In the Portal Role, the Sales Order module shows Read access for both Contact and Account, but the Purchase Order module only shows Read access for Account. Both modules are correctly linked to the Contact in the bottom panel. How can I ensure that the Purchase Order module also appears in the Portal under the related Contact, similar to how the Sales Order module is displayed?
  • yuri
    EspoCRM product developer
    • Mar 2014
    • 9446

    #2
    The billingContact link is used by default. It's set in metadata > aclDefs > {EntityType} > contactLink.

    You can change it to your custom link in the custom folder.

    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.

    Comment

    • Ashif Malayil
      Senior Member
      • Dec 2023
      • 240

      #3
      yuri thank you for your time,

      I tried billingContact Link Which is in my Bottom Panel with a related record, As you can see in the attached screenshot only Account is showing instead of Contact in the Portal Role. Am i missing something.

      Note: contact ‒ Records related to the contact the portal user is related to. So it should show right?
      Attached Files
      Last edited by Ashif Malayil; Today, 09:30 AM.

      Comment

      • yuri
        EspoCRM product developer
        • Mar 2014
        • 9446

        #4
        Do you mean that the 'contact' level is not available in the Portal Role? It's available for me. It was added in v3.1.6.

        Click image for larger version

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        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.

        Comment

        • Ashif Malayil
          Senior Member
          • Dec 2023
          • 240

          #5
          You means Sales Pack v3.1.6.?

          Comment

          • yuri
            EspoCRM product developer
            • Mar 2014
            • 9446

            #6
            Correct.
            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.

            Comment

            • yuri
              EspoCRM product developer
              • Mar 2014
              • 9446

              #7
              It was added in v3.0.0 actually. I have checked in the repository.
              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.

              Comment

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