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I have two licensed portal for a CRM instance. I already had one portal (Community Portal) configured previously where users i.e the contacts in CRM have access to this portal. I recently configured another portal (Customer Self Service Portal) and i want to restrict those users to access this new portal. By restricting means I don't want those users to sign into this portal.
I know the use of Webpage access permission but that is done a webpage level. Is there something which I can implement on a website level?
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Hi,
I don't think there is any OOB way to achieve this.
Just a thought:
Create two web roles let say: 'Community Portal Role' and 'Customer Portal Role'.
If Portal User is being created/registered through 'Community Portal' then assign 'Community Portal Role' to the user and if created/registered through 'Customer Portal' then assign 'Customer Portal Role' to the user.
If a user has both the role then he/she can access both the portal otherwise he/she must have at least one role in order to access at least one portal.
Now on Sign In page - Replace the OOB 'Sign In' Button with your Custom 'Sign In' button.
On Click of custom 'Sign In' button - Get the username from username field and Retrieve the entered username's contact (using OData - http://arpitmscrmhunt.blogspot.com/2016/12/adxstudio-portal-how-to-use-odata.html) and check its web role in CRM - If an assigned role is 'Community Portal Role' and user is trying to sign in on 'Customer Portal' then through an error ('You are not authorized to access this portal. Please contact your Administrator'). And If an assigned role is 'Customer Portal Role' and user is trying to 'sign in' on 'Community Portal' then also through an error ('You are not authorized to access this portal. Please contact your Administrator').
A user must have both the role in order to access Community and Customer Portal both.
Hope you understood.
To customize CRM Portal Sign In Page. Take a reference to my below articles:
http://arpitmscrmhunt.blogspot.com/2017/05/edit-stylelayout-of-login-page-in-crm.html
http://arpitmscrmhunt.blogspot.in/2017/12/customise-registration-page-in-crm.html
If found useful, please mark the answer as verified.
Cheers
Arpit
https://arpitmscrmhunt.blogspot.com
Hi,
So you want the users cannot login to the new portal?
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