Case Creation

fernandoschaf

Junior Member

Join Date: Apr 2017

Posts: 1
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#1

Case Creation

04-25-2017, 05:32 PM

Hello guys, how are you all? I´m using espocrm about a few months and now I have a question about "CASES". Can a case be create by one client/login portal? Maybe if I have a portal with this option (only login and menu with case option), the client goes to create case, but the client see the other cases from other clients.. They are showing all cases to all users. Can we resolve this with some configurations or I need to develop this rule? Thanks a lot.
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tanya

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Join Date: Jun 2014

Posts: 4308
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#2

04-26-2017, 08:52 AM

Hello
You have to configure Portal Roles and set roles to 'own'

documentation/docs/administration/portal.md at master · espocrm/documentation

https://github.com/espocrm/documentation/blob/master/docs/administration/portal.md

EspoCRM Documentation. Contribute to espocrm/documentation development by creating an account on GitHub.
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