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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Dynamics 365 - Custome...
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Dynamics 365 - Customer Service Portal - Multiple Accounts

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Posted on by Chrisby

We have a contact in CRM, authenticated with a Web Role. The contact can login to the PowerApp Portal / Customer Service Portal and see the information associated with the contacts related Customer Account. (Other company contacts, orders, opportunities etc) 

What we would like to do is enable the contacts the ability to switch / select the customer / company acount they login to the Portal with. If a contact is related to multiple accounts can they then choose which Account they login to and therefore see only the data associated to the account they have selected and logged into with. 

Contact 1 

Account 1 - Opportunities, Contacts, Orders 

Account 2 - Opportunities, Contacts, Orders 

Can Contact 1 - choose which account they wish to login to and see only the data related to this account? 

We have not been able to find information to help make this happen, any links or help is appreciated.

Chris

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Dynamics 365 - Customer Service Portal - Multiple Accounts

    Hi Chrisby,

    To apply security in portals to individual records, use table permissions.

    Portals Studio shows four different Access types. Depending on the access type you choose, the selected table permission and privileges apply to the users from the selected roles for the following records.

    1. Global access - Applies the selected table permission and privileges to the users from the selected roles for all records.
    2. Contact access - Applies the selected table permission and privileges to the users from the selected role associated to the signed-in user.
    3. Account access - Applies the selected table permission and privileges to the users from the selected role associated to the signed-in user's account.
    4. Self access - Applies the selected table permission and privileges to the users from the selected role for only their own Contact record.

    For more details, you can refer following link:

    Set up security in portals with table permissions - Power Apps | Microsoft Docs

  • Suggested answer
    CRMJetty Profile Picture
    CRMJetty 3,512 on at
    RE: Dynamics 365 - Customer Service Portal - Multiple Accounts

    Hello,

    pls refer this article,

     https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/260198/multiple-accounts-for-a-contact/731081 

    I hope it helps,

    Thanks.

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

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