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Service | Customer Service, Contact Center, Fie...
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Portal security for case management

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Posted on by 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.

J

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    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

    pastedimage1576481249331v1.png

    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:

    pastedimage1576481352752v2.png

    3. Assign the web role to your contact:

    pastedimage1576481399419v3.png

    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.

    pastedimage1576481494203v4.png

    5. Result when contact tries to create case via link below:

    xxx.powerappsportals.com/support/create-case/

    pastedimage1576481847279v5.png

    Create case button will disappear:

    pastedimage1576482102982v1.png

    Regards,

    Clofly

  • LeoAlt Profile Picture
    LeoAlt 16,331 on at
    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.

    pastedimage1576480555556v2.png

    pastedimage1576480499065v1.png

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

    Hope it helps.

    Best Regards,

    Leo

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