PORTAL USER Permissions

Portal Users¶

Administrators can create portal users.

1. Administration > Portal Users.
2. Click Create Portal User button.
3. Select Contact the Portal User will be linked with or Proceed w/o Contact
4. Fill needed fields on the form and click Save.

A Portal User should be linked to a Portal record in order to be able to access that Portal.

Portal Users can have one or multiple additional Portal Roles. These roles will be merged with roles specified for a Portal.

Portal Users can have a specific Dashboard Layout. It allows certain users to have a specific layout that differs from the default Portal's layout.

Portal Roles¶

Portal Roles are similar to regular Roles in EspoCRM but with a few distinctions.

• not-set ‒ Denies access.
• own ‒ Records created by the user. E.g. a portal user created some case and this case is owned by this user.
• account ‒ Records related to the account the portal user is related to. Relation (link) should be named account or accounts.
• contact ‒ Records related to the contact the portal user is related to. Relation (link) should be named contact or contacts.

The Assigned User and Teams fields are read-only for portal users.

Portal Roles can be applied to:

• Portal ‒ all users of the portal will receive this role (multiple roles applied to one Portal are merged into one);
• Portal User ‒ to grant certain users specific permissions.

Example¶

Portal Users should be able to create Cases, view Cases related to their Account; they also should be able to view Knowledge Base.

1. Open the Create Portal Role form (Administration > Portal Roles > Create Role).
2. Enable access to Cases, set: create – yes, read – account, edit – no, delete – no, stream – account.
3. Enable access to Knowledge Base, set: create – no, read – account, edit – no, delete – no.
4. Edit the Portal record (Administration > Portals). Select your portal role in Roles field and then save.