Dear All
I hope you can help me
How do I get set up in the self service portal, so one uses cases that can be seen by other users in a company.
The idea is that a manager of a customer's company can see his employee's cases on our portal and development in these cases
thanks in advance
Hi,
This is controlled by web roles & entity permissions. What you are looking for is already implemented, you just need to add those entity permissions to your web role.
Portals >> Entity Permissions >> The entity permissions to manage cases by either the contact or from the parent account is already there. Add these to your web role.
Hope this helps.
Hi,
What you can see in portal and up to what level depends on the user web roles, In web roles you can define the entity permission and it's scope
Contact scope
With Contact scope, a signed-in user in the role for which the permission record is defined will have the rights granted by that permission only for records that are related to that user's contact record via a relationship that is defined in Dynamics 365.
Account scope
With Account Scope, a signed-in user in the role for which the permission record is defined will have the rights granted by that permission only for records that are related to that user's parent account record via a relationship that is defined in Dynamics 365.
Self scope
Self Scope allows you to define the rights a user has to their own Contact (Identity) record. This allows users to use entity forms or web forms to make changes to their own Contact record linked with their profile.
Parental scope
In this most complex case, permissions are granted for an entity that is a relationship away from an entity for which an Entity Permission record has already been defined. This permission is actually a child record of the parent entity permission.
Please refer :community.adxstudio.com/.../entity-permissions for more details
You can also refer my post here: http://himbap.com/blog/?p=2947 for details steps
Let us know if you are facing any issue.
Good day,
If you are looking on how to configure the Portal within Dynamics 365 then below is a link explaining the exact steps and the different Portals you can configure:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/provision-portal
Hope that helps, if not let me know and we can discuss it further.
Thanks
Kind Regards
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