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Permission error message on project lookup records

Posted on by Microsoft Employee

When I want to search and add project when I want to add/edit case on Customer Self-Service portal I am getting this error. Don't know how to add required permission, but I am sure I have added all permissions. 

6266.pastedimage1571917757186v1.png

  • Suggested answer
    LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Permission error message on project lookup records

    Hi partner,

    For example, When I want to select opportunity records on the case form in my portal, I also did not have permissions.

    pastedimage1571982215545v1.png

    Then we should do the following steps.

    1.Find the web role you are using, in my case, i'm using administrators.

    Go to Portals->WebRoles->Related->Entity Permissions.

    pastedimage1571982883983v3.png

    2.Click on the "add existing entity permissions", if there is an existing permissions of "project" entity in the correct portal webstie(in my case is custom-self service portal), then select it. If there is no such a permission, just create a new one.

    pastedimage1571983013603v4.png

    pastedimage1571983097689v5.png

    Remeber to select the correct web site.

    Now it is available for me.

    pastedimage1571982774376v2.png

    Hope it helps.

    Best Regards,

    Leo

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