Performing this configuration will require the following
- Access to CRM Environment
This configuration is expected to take approximately 15 minutes
This process will enable a Administrator role into the Self-Service Portal, we recommend to give this access level only to your Portal administrator
- Go to your contact record and click on 'Related'
- Click on 'Web Roles'
- Check if you have the 'Administrators' role assigned.
Do not confuse with 'Work 365 Administrator' role
- If you don't have the 'Administrator' role assigned click on 'Add Existing Web Role'
- Select the 'Administrators' role and click on 'Add'
- Save your contact record
- Hover you mouse at the top menu items an 'EDIT' buttom will appear
- On the popup window you will have the option to add or remove pages as you whish
- Click on 'Save'
You top menu has been customized
Updated 5 months ago