Grant data import access to multiple users

[Lin]

Hi Team!

Would like to check if we could assign multiple users to have access to data import feature rather than just one admin user.

[espcrm]

Yes, you can set it by Role, then assign the Role to the Team/User. Check it here:

https://demo.espocrm.com/?lang=en_US#Role/view/

[Lin]

Thanks! May I know which scope level belongs to Admin Portal in Roles?

[Maximus]

By default such option is disabled in Role. The regular user can only view the portals settings. Use URL like:

https://your-espocrm-domain/[COLOR=#FF0000]#Portal[/COLOR]

This access inside of the mandatory rules, so if you will even enable it for Role, it will give you nothing. If you really need it then:
1. create the file /custom/Espo/Custom/Resources/metadata/app/acl.json with the code:

{
    "mandatory": {
        "scopeLevel": {
            "Portal": {
                "read": "all",
                "edit": "own",
                "delete": "own",
                "create": "yes"
            }
        }
    }
}

2. Clear cache via Administration -> Clear Cache.

But if you want to specify the access to Portal for a specific user then you need:
1. Open the file /application/Espo/Resources/metadata/app/acl.json and delete the Portal restrictions:

{
    "mandatory": {
        "scopeLevel": {
            "Note": {
                "read": "own",
                "edit": "own",
                "delete": "own",
                "create": "yes"
            },
[COLOR=#FF0000]          "Portal": {
                "read": "all",
                "edit": "no",
                "delete": "no",
                "create": "no"
            },[/COLOR]
            "Attachment": {
                "read": "own",
                "edit": "own",
                "delete": "own",
                "create": "yes"
            },
.....
        }
}

2. Create the file /custom/Espo/Custom/Resources/metadata/scopes/Portal.json with code:

{
    "tab": true,
    "acl": true
}

tab is to be able to add Portal tab into a tab list
acl to enable the Portal scope in Role

3. Clear cache via Administration -> Clear Cache.
4. Configure the Portal access in the role.