Portal security for case management

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Posted on by Community Member Microsoft Employee

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.

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cloflyMao 25,202 on at

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RE: Portal security for case management

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:

https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/assign-entity-permissions

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
LeoAlt 16,331 on at

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RE: Portal security for case management

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