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Portal / Portal Users for job applicants

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  • Portal / Portal Users for job applicants

    I'm evaluating the best way to support job applicants in EspoCRM using portals / portal users.
    Is it correct that portal users are bound to Contacts? Since applicants should be handled with a different privacy policy I would prefer to not use contact but custom person entities instead (additionally job applicants should be assumed without any account relation ;-) )

  • #2
    What access to the crm do applicants have?

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    • #3
      Idea is that applicants have access to a applicants portal view once they're identified as a applicant. So applicants could view/change their personal data, assigned to tasks, receive notifications. The reason not to use contacts is privacy policy. If I create a custom entity of type person I don't see how to create and authorize this person as a appliacants portal user.
      Coming back to my initial question: Is it correct that portal users are only working with contacts - not with custom person entities?

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      • #4
        Is it correct that portal users are only working with contacts - not with custom person entities? - yes

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        • #5
          Is this still accurate or has a workaround been identified? I have custom person entities that need portal access.

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          • Maximus
            Maximus commented
            Editing a comment
            Hi,
            Yes, it is. The portal user is still related to Contacts. A custom Person Entity hasn't such relationship. You should develop it.
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