When you initially set up the portal, to enable self-service for a customer, security web roles must be assigned to the customer’s contact record in CRM.
A default web role for all contacts accessing the portal is the Authenticated User which enables a user to access any information within the portal. To control which Work 365 entities a customer is able to access, assign the appropriate Work 365 customer web roles.
List of portal web roles: Go to CRM ➤ Portals ➤ Web Roles
- Going to the customer contact entity in CRM
- Open Related Records
- Click Web Roles
- Add Existing Web Role
- Select the applicable Work 365 role for the contact
• Follow the steps detailed here on sending customer invitations to the self service portal.
• Then follow the steps detailed above to add the web role on the customer contact entity.
Updated 8 months ago