Login Portal User

[joaquin]

I created a portal user. Is not an administrator or other role. Just only portal user.

The problem start with the login page. Username and password are correct but Espocrm answer "Wrong username/password"

If I change the role from "portal user" to "administrator" then I could do it without any errors.

Anyway, Im going to explain my idea.

I want to register customers to portal who can follow their own streams.

Thanks for your help.

[yuri]

You need to have Portal created and user added to that Portal.

[joaquin]

Thanks yurikuzn, I did it.

I created the portal but... I dont want to disturb you. Sure is some documentation about how to do it... but I dont found on the Internet.

I want to my customer they can enter in their own portals and view "Activities" between they and us.

My steps:

1.- New Portal (View conf. in attached file)
2.- New Rol (idem)
3.- Assign rol and portal to user

But when I login the customer account, I view the stream of activities "empty" but Already have a stream I created before in the main portal as Admin account...

Thanks again.

[yuri]

Navigation bar is empty because you selected only Account for navbar. But in Role you didn't enabled Account.

https://github.com/espocrm/documentation

[yuri]

Sream shows only items of records that user follows.

[joaquin]

Perfect. I will read the documentation. Thanks, your information is very important for me. Good Work! I started to learn this CRM yesterday... maybe I have to start for the begining!

No more questions.