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Creating pure read-only (support) portal users

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Posted on by Blndspt

Hey guys,

I'm sorry for asking such a rudimentary question, but the web role and security role duplicity across Dyanamics 365 isn't exactly the simplest to understand. In addition, the documentation for 'best practices' like this are just not easy to find by googling.

In short, I'm using a support portal for just that - support. I changed the default content access level to registered users so only fully logged in users can see knowledge articles and cases. Now, I simply need to be able to add read only users that can view cases and knowledge articles, but cannot create or edit them.

Can someone point me in the right direction here?

So far, I created a new web role in Portals -> Security -> Web Roles called Read Only Users. Even though I verify a user is in that role and no other, they still seem to get the 'create' button on the support portal to create a new support request. And, they can also edit cases as well.

Any articles or guidance would be appreciated.

Scott

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PranjaliShetty on at

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RE: Creating pure read-only (support) portal users

Hello,

I just want to make sure you have de-activated the OOB permissions as below:

These Entity Permissions covers all "Authenticated Web role".

Now we also need to make sure that the custom Web role has the below configurations:

This works fine for me. When I click on the create case button, I get an 'Access Denied' Message on UI.

Mark as answer if this works for you too, Questions are welcome if any!

Warm Regards,

Pranjali
Blndspt 40 on at

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RE: Creating pure read-only (support) portal users

That's almost EXACTLY what I did. Here is what i have done:

1) I created a web role called "Read Only Users" - website - this portal, Authenticated Users Role: No; Anonymous Users Role: No

2) I created an entity permission called "Read Only" - Scope: Account; Account Relationship: account_master_account; Privileges: Read (everything else off); Assigned Web Role: Read Only from 1 above

3) Added new portal (my gmail so as to ensure it's fully external and not inheriting any company permissions): Web Role: Read Only Users from 1 above.

I then login with my email after getting invited and I can still create new cases and edit existing ones. What am I missing here??
CRMJetty 3,508 on at

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RE: Creating pure read-only (support) portal users

Hi Dear,

Greetings of the day!

In regards to your concern, You can create Entity Permissions(Portals ->Entity Permissions ) for case, define read only privilege & in Entity Permission assign web roles which you create for read only users.

Kindly try the above things on your end and let us know in case of any other concerns, I would be happy to assist you further for the same

Kind Regards,

CRMjetty

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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Blndspt 40 on at

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RE: Creating pure read-only (support) portal users

Here is an example. I just added my gmail account as a contact and gave it this read only web role. Sure enough, once I get logged into the support portal, the open a new case button is always available and I can fully edit any other cases that had the same company. How in the hell do you force a user that cannot create or edit support cases???