Method:Classic General Q&A

Re: tab links showing in portal when none administrator logged in

Ben B — Fri, 05 Jul 2013 19:03:53 GMT

ok makes sense, was just wanting it to show for me when I was logged in. I assumed (something you should never do) if I was logged in it would know I was an admin.

I like your idea though Ill probably use it.

thanks

Re: tab links showing in portal when none administrator logged in

Method_Ashur — Thu, 04 Jul 2013 15:16:10 GMT

Hey Ben,

Let me know if I'm understanding you correctly. You are trying to limit access to certain tab links for your portal users correct? The way you're doing it now is by limiting the roles that can view the tab links (Customize > Tabs > Edit Tab Links... > Roles That Can View) This will only work for actual Method Users that sign into your CRM, not Portal Users.

This may not be the best solution for your needs but one way of doing it would be to add a new dropdown field to your Contacts table (e.g. PortalRole) then create and assign the appropriate roles to your users that will be logging into the Portal. Next step is to hide your Portal tab links (Customize > Tabs > Edit Tab Links...) Finally, you will need to edit your portal Home Screen and for the OnScreenLoad event you want to show the appropriate tab links based on the users PortalRole.

There are other ways of doing this. Hope this helps!

- Ashur

tab links showing in portal when none administrator logged in

Ben B — Tue, 02 Jul 2013 16:23:01 GMT

So am creating some portals for users to login to access info and if I log in I want to show some extra tags if its me an administrator.

On the tab links screen I can assign roles that can see certain tags I just have administrator set for the tags I need but any portal user is still able to see those tags.

I am missunderstanding this functionality or is this not working properly?

thanks

Ben