Report Panels - How to hide from Portal Users

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  • crmclients
    Senior Member
    • Jul 2020
    • 255

    Report Panels - How to hide from Portal Users

    I am thinking there is a Layout link I am missing or a check box on the Portal record?

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    It would be highly beneficial to have Portal Users with their own Layout Section, expanding so we can more easily configure the list and detail views as well as bottom panels etc.....
  • crmclients
    Senior Member
    • Jul 2020
    • 255

    #2
    Finally figured this out - you create your own Layout panel options!
    Attaching for anyone else in need
    1. Administration
    2. Layout Sets (in the DATA section toward the bottom)
    3. Add a new Layout Set
    4. Add the layout -
      1. I just added all of the ones for Contacts
    5. Save
    6. Click Edit Layouts
      1. Now you have all the options you need to remove/rearrange
    7. Save
    • Now you need to add this layout the corresponding Portal
    • Then Rebuild
    Login or Refresh the Portal User view and the changes should be updated!

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    Just a note, maybe there is another use for this I don't know but I might be better to move this option to the CUSTOMIZATION section, at least that way it is more intuitive that this might be what you need when you don't find the options you want in Layout Manager --> all the layout stuff together.

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