Need email templates available in a portal

[robertf]

I've created several portals, one being for partners. We want the partners to have access to the email templates we have created. Actually the templates for which we have set a portal.

[yuri]

It's not supported. You can edit file https://github.com/espocrm/espocrm/b...lTemplate.json
add
"aclPortal": true,
"aclPortalLevelList": ["all", "own", "no"]

[robertf]

Ok, I did that and I see the Select Email template in the portal compose email form. Looks like I need to add fields to add it to the Portal Scope Level page and to the Portal Email Compose menu to create templates in the portal? Any guidance greatly appreciated.

[tarasm]

More information about Portal Roles: https://www.espocrm.com/documentatio...ration/portal/

[robertf]

Is there a list of functionality not supported in the portal?
1. Email Templates
2. Products? (Seems very strange considering quotes are supported)
3. other things?

[tanya]

Hello
check "aclPortal", "aclPortalLevelList" parameters in custom/Espo/Custom/Resources/metadata/scopes/{ENTITY_NAME}.json
(or
application/Espo/Modules/Advanced/Resources/metadata/scopes/{ENTITY_NAME}.json,
application/Espo/Modules/Crm/Resources/metadata/scopes/{ENTITY_NAME}.json,
application/Espo/Resources/metadata/scopes/{ENTITY_NAME}.json)