Create Invitation Issue

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Posted on by Jay83

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Hi All,

I am the process of inviting a user to use our portal. So far i have been testing as an admin and that's great. However, when i use a stock standard security from CRM on a dummy CRM user, I am not able to create an invitation. Please see below my steps.

1) Dummy user has mailbox enabled. Customer Representative security role. Send invitation privilege set to organisation

2) Dummy user creates new contact in CRM and assigns account against contact.

3) Click create invitation.

Here is where the issue is, the invitation is "created" in active read only form (ie the correct information is populated in the information) but i cannot save the form hence no code created nor can i send the invitation.

The Send invitation workflow is set to organisation. What am i missing?

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Jay83 275 on at

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RE: Create Invitation Issue

I just found that the security role didn't have access to invitation in the custom entity. All good! Thanks!
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RaviKashyap 55,410 on at

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RE: Create Invitation Issue

Hi,

Ensure that you have permissions for the relevant adx prefix entities in your security role.