Roles (for Portal Users)

You can add and manage the “Roles” for the Customer Portal Users from the Portal User Management -> Roles. [1]


You can Filter the records as per the Relationship Type, Is Default, and Status. [2]


Relationship Type: You can filter the listing of the Roles by selecting the Relationship Type either “Contact” or “Account”.


Is Default: You can filter the listing of the Roles by selecting the Default selected Roles (Yes) or Non selected roles (No).


Status: You can filter the Roles by selecting the Status of the Role either “Active” or “Inactive”.


After selecting the Filter options, you need to click on the Apply button to filter the Roles records. Here the listing of the Roles is filtered as per the Relationship Type ‘Account’. If there are multiple records of the roles, you can easily search the specific records by filtering the options. [3]


By clicking on Create Role, you can add a role for the portal users. Insert the Role details and select the Relationship Type to select the relationship associated with the Role. [4]


Enable the entities that you want to enable for the portal users. You can enable the product for Order & Quote entities.


The Relationship selection is provided to select the relationship that is created in CRM between the contact/account and the entity. [5]





If you have authenticated the SharePoint in the PortalXpand, you can manage the Documents sharing rights for the Portal Users of the customer portal.


From here, you can enable “Document Access” and allow to add the Files & Folders to the portal users from the Customer portal. You can enable the ‘Delete’ option if you want to give permission for the delete. [6]


After configuring the Role details, save the details, and the newly added portal user role will be listed under the Roles.


Note: If an admin has enabled the entity for the SharePoint from Dynamics 365, only then it will be listed under the Document section.


Replace Role


From the list of the Portal user roles, you can change a role to the users (contacts) that were already assigned and can replace it with another role you want to assign. [7]


By clicking on the Replace Role option, a pop-up will appear to select another role from the drop-down list.


Once you select another role, it will replace the current one and assign the new role to all the contacts (portal users). [8]


Note: Here in the drop-down list, only those Roles will appear whose Relation Type is common.