Roles (for Portal Users)

You can add and manage the Roles for the Portal Users from the Portal User Management Roles.

 

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.

 

> Enable Objects

 

If you have selected objects for the portal objects from the “Object Configuration”, you will see in the role matrix to give the access rights for the portal role.

 

Enable the ‘objects’ that you want to enable for the portal users. By ticking the ‘View’ checkbox, you can enable the object. You can provide access to Add/Edit/Delete as per your need.

 

The Relationship selection is provided to select the relationship that is created in CRM between the contact/account and the Object.

 

> Enable Product

 

If you have selected objects for the portal objects from the “Object Configuration”, you will see those objects in the role matrix to give access to the portal role. You can enable the product for ‘Order’, ‘Opportunity’, and ‘Quote’ objects.

 

You need to just tick the check box to enable the product selection from the customer portal side. After configuring the “Role” details, save the details by clicking on the Save and the newly added portal user role will be listed under the Roles.

 

 

> Filter Roles

 

The newly created role will be listed. If there are multiple records of the roles, you can easily search the specific records by filtering the options. By clicking on the ‘filter’ icon, you will see the popup on the right side where you can filter the roles as per the Relationship Type, Is Default, and Status.

 

– 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’.

 

> Edit & Delete Role

 

You can edit the existing role if you want to update/change any details or role matrix. By clicking on the ellipsis icon, you will find the ‘Edit’ option. By clicking on the “Edit” option, you will be redirected to the Edit Role page and update as per your requirement.

 

Note: You can’t delete the role which is set as default.

 

> 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.

 

You can also delete the role if the role is not required anymore. You will find the delete option by clicking on the ellipsis icon of the role and by clicking on the “delete” option, the role will be deleted.

 

By clicking on the Replace Role option of the specific role that is not assigned as the default role, 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).

 

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

 

 

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