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Hi,
I can't figure out how to create security for a customer to not be able to create a new case but able to update and interact with a case for which he is a contact. I have a situation where our customer lead wants to create a case and want the other team members to only be able to update the case.
J
Hi parnter,
You could go to Dynamics 365 Portals->Security->Web roles to control the permissions of users.
We could create new Entity permissions and assign them to web roles.
https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/assign-entity-permissions
Hope it helps.
Best Regards,
Leo
Hi Jay,
1. Create a new entity permission record:
set scope to Contact, set relationship to contact_as_primary_contact, only assign necessary privileges
Please read the article for details about this step:
2. Add the entity permission record to a web role:
3. Assign the web role to your contact:
4. Very important:
Privileges of a web role is union,
as OOB Authenticated Users of Custom Self Service as example,
you should also remove other 2 existing entity permission records' Create privilege.
then contact who has been assigned this web role won't have access to create a case at all.
5. Result when contact tries to create case via link below:
xxx.powerappsportals.com/support/create-case/
Create case button will disappear:
Regards,
Clofly
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