Portal Users

Method_Ashur — Wed, 22 May 2013 15:24:12 GMT

We received the following question from James by email:

We have set up a customer portal. We are not trying to figure out how we can assign user roles to customer contacts.

We need to be able to assign a role to each client user so that when they log in via the portal they only have access to relevant data based on their role.

Example:
Customer A has 5 employees sorted by department / role below
Sales – will have access to the portal to search solutions and user the customer service tab
Support – will have access to the portal to search solutions and user the customer service tab
Accounting – Will have access to the Home Tab for the account summary and to be able to change the company info, pay invoices etc, they would also have access to the tabs that Sales and Support have access to

Hello James,

This type of functionality doesn't exist out-of-the box, however, with customization you can implement something to work the way you need. One potential solution would involve creating a new dropdown field in the Contacts table which lists the "Department/Role", and will need to be assigned to each Contact in order to work as intended. You'll then need to customize the ContactsPortal_Home screen to add actions which will show/hide the different sections on the screen depending on the logged in portal users departmen/role.

This is something that you should speak about with an in-house Consultant or one of our Method Solution Providers (MSP) as they may have a better solution for you. Let me know if you wish to speak with an in-house Consultant and I'll get the ball rolling.

- Ashur

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Portal Users