Managing Portal User Roles from Dynamic CRM

Portal Users roles can be employed in a variety of ways. For example, a user roles can be used on The Portal Connector side of things by filtering pages or widgets by roles so only certain users can access pages or interact with relevant data. First, navigate to the Portal Rules option under the Settings section.

How to get to Portal Roles

The Active Portal Roles page will give you a list of all of your active Portal roles, including their name, description, and the Portal that they are assigned to. In order to create a new user role, you must do the following:

List of Active Portal Roles

  1. Click on the New button to create a new role. Alternatively you can click on an existing role to edit its name, description, or associated Portal. Upon clicking either of these options, you will be directed to a page like this: 

    Portal Role Creation Page

  2. The Portal lookup field will allow you to attach this role to any Portal you desire. After naming your Portal Role and providing a description, click on the save button to save your role. 

    It is now ready to be assigned to a Portal user. For more information on this, please see the How to Manage Portal Users in Dynamics CRM How-To.

    Adding Users by Bulk

    In addition to being able to change user roles for individual users, there is also the option of changing user roles by bulk. In contrast to the individual option, the changes will not occur until you hit the save button on the prompt. In order to do this, you must first select multiple users from your Dynamics CRM contacts list and select the Manage Portal Roles that appears in the toolbar.

    How to Manage Bulk Roles

You can use this prompt to update multiple roles for the selected users along any of your Portals. In addition, if you encounter an error while processing these changes, you can check out the Errors tab to see what went wrong. Please note that if you add a role to a user that is not an existing user of your Portal website, an automatic username/password will be generated for the new user. In this case, their username will be the email field of the chosen contact(s) while the password will be generated.