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From the installed ConcourseSuite CRM 5.0.6.2 Enterprise with five free user licenses, I have been able to setup a portal role that will allow the external users or clients to access the CRM solution by specifying their usernames and passwords. I have a challenge at the moment on how the external users can be attached to the portal role and log on to the CRM solution.
Kindly provide the steps to achieve this as I have gone through the help file but with no clue.
By Tom Manos
Adeola,
It has been a long time since I used that feature.
My recollection is that when you set up the new portal role, the system sends an email to the new portal user using their primary email address in their contact record.
Once again, as I recall, the email gives them their new login and password that they can use to get in to the system.
I've asked someone else with more current knowledge than my own to comment.
-Tom
By Tom Manos
Adeola,
My associate says:
"Yes. The admin can create a number of different portal roles and when setting up the external user, assigns one from a dropdown. The external user gets an email with user name, pw and URL.
The most an external user can see is his Projects, his Document Stores and his account with limited tabs showing - Contacts, Tickets, Service contracts, Assets, Documents and Document Stores."
Hope it helps,
Tom
Hello Tom,
Thanks for your response.
Meanwhile, the challenge I have with the setting up of external users after creating new role from the 'Portal Role' is that when the new portal role has been created, and I tried to create the external user from the 'Admin' tab. I discovered that the new portal role created did not show as part of the list of roles from the drop down. This is the same challenge I had when reporting the issue.
Kindly assist in resolving this or what I need to do further to ensure that the portal role appears as part of the list of roles from the drop down menu and also that the external user did not extend the number of 5 free user license.
Best regards,
Adeola
(+234 802 831 1683)
By Phil Kessler
Hi Adeola -
I believe you are confusing Portal Roles and User Roles.
Sounds like you've set up a few Portal Roles in the Admin area.
In order to invite external users and assign them roles, you need to add them to the system as Contacts or Account Contacts. When they're in the system and you open their records, you'll see a tab called Portal. It is here that you can invite that person and assign the role you want them to have.
They will receive a link to your system and a login that will give them the permissions you have set up for them as a Portal user.
Hope this helps.
;)
;)
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