Customer Portal Roles Issue

[dodom2]

Hello All. I'm almost done with the customer portal configuration for our customers however Im having an issue. We have a entity called "Payments" & "Payment Methods" and I can't get any of them to display in the customer portal unless I select "All" in the Read Dropdown. Please confirm I have this setup correct to display in the portal.

[eymen-elkum]

Helo dodom2

To get benefit from the account / contact access role you must link both Payment & PaymentMethod with account and contact

Espocrm will automatically filter the result by the account or contact of the current user

[dodom2]

We dont use the contact entity. In fact its disabled. Do we have to use the contact entity too or can we use just the account

[eymen-elkum]

No no, just linking with account in enough if so

[Maximus]

Hi there,

For the 'Contact' access level: Your portal user should be assigned to a contact that is assigned to your target entity (Administration -> Portal Users -> Your user -> Contact).
For the 'Account' access level: Your portal user should be assigned to an account that is assigned to your target entity (Administration -> Portal Users -> Your user -> Accounts).

As Eyman mentioned above, there is nothing critical if you don't use Contact and just want to get an Account access level.

[dodom2]

Alright so Im not sure what Im doing wrong here

Here is the test record Im trying to give the customer access to in the customer portal

https://www.awesomescreenshot.com/image/4986356/e760853b70887fa781c867362a980287

As you can see in this record the Customer field is filled in.


Now below is a screenshot of the configuration for the portal user. As you can see here the same account is selected as in the above record.

https://www.awesomescreenshot.com/image/4986364/63785801e0997468976208a04fc84b18

Then in the portal roles you can see that I have account selected. This to me means that any records assigned to the account will be visible to the customer in the portal.

https://www.awesomescreenshot.com/image/4986369/cfc0429b76fd703f75caefbffc8cab9b

Can anyone see what the misconfiguraiton is?

[eymen-elkum]

the link between payment and account must be named "account" not customer

You can change the label to customer but not the name of link

[dodom2]

Thanks Eymen . Thats our resolution sir. Appreciate your help as always

[dodom2]

Is there a way of setting the account field automatically when the customer is creating a record in the customer portal? For example on the case I wouldnt want the customer selecting from a list of customers so how can we setup to fill this field automatically?

[eymen-elkum]

as I know, your portal client must be already linked to his own account, then the account of created entity must automatically link to the same account.
please test and update me, I have not tested this yet.