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D365 CE Portals: Can we create a hierarchy of contacts as Portal users.

Posted on by 3,079

Hello, 

Can we create a hierarchy of contacts e.g; A is the admin contact for company B. Only A can register a new users for portal access for other contacts in company B. 

Real Estate: Admin contact of company A will be able to register other contacts/portal users to access portal working in company A. 

Thanks 
Ashish 

  • Verified answer
    StefanS365 Profile Picture
    StefanS365 3,573 Most Valuable Professional on at
    RE: D365 CE Portals: Can we create a hierarchy of contacts as Portal users.

    Hi Canadian guy,

    Portal permissions are based on web roles.

    You can take a look at the standard partner portal solution, where a contact can add other contacts for the same parent account.

    2019_2D00_06_2D00_19-10_5F00_17_5F00_31_2D00_Parent-Account_A000B700_-Partner-Portal.png

    By adjusting (a copy of) the web role you are able to limit the privileges for "normal" contacts.

    More info:

    [View:https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/configure-web-roles-partner-portal:750:50]

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