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The issue was resolved: Because the portal has Roles set, if additional portal roles are assigned to specific portal users, the permissions of these roles...👍 1 -
Portal Role Update Failed
I followed the steps below to update the Portal user's role, but it is not working. What should I do? The current system version is V9.0.- Role A: Has
Last edited by lj4353; 01-25-2025, 12:28 PM. Reason: The issue was resolved: Because the portal has Roles set, if additional portal roles are assigned to specific portal users, the permissions of these roles will be merged with the global role permissio -
Thank you for your reply. I didn’t realize it could be set as required on the page. That’s amazing! -
Regarding specific Web Form functionality:
I have upgraded the system to version V9.0 and am currently exploring Web Forms in Web-to-Lead. I noticed that if a required field is set in the entity,...👍 1 -
lj4353 commented on yuri's reply to How to send credentials when creating a portal user in Flowcharts?@yuri
The Service Method + Generate Password is a built-in feature of EspoCRM. The current version is the latest, 9.0, and the portal user's email...Last edited by lj4353; 01-22-2025, 02:30 AM. -
How to send credentials when creating a portal user in Flowcharts?
Created a portal user in Flowcharts, but the password email was not sent to the user. What should I do to send the credentials?
The entity...Last edited by lj4353; 01-22-2025, 12:17 AM. -
How to set up "Change Password" to open in the menu
I would like to add a [Change Password] button to the menu. When users click this button, it should open the Change Password page. Currently, this page...
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