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Portal Roles

2 posts, 1 answered
  1. Mason Ambery
    Mason Ambery avatar
    67 posts
    Registered:
    19 Nov 2021
    26 Jul 2022
    Link to this post
    None of the Portal Roles that I'm adding within CRM are displaying with the Admin section of Sitefinity unless I actually assign the role to a CRM contact.  I even have one role that is assigned but it too doesn't display in the list of Roles.  Based on the video I watched about permissions, it seems like the list of Roles within Sitefinity should display both the roles defined in CRM and local ones to Sitefinity but that doesn't appear to be the case for me.  I'm trying to build a site where we can assign a role to a contact and then let that "customer" assign roles to other employees at our customer sites rather than having to manage permissions for all portal users.
  2. Bhargavi Mahal
    Bhargavi Mahal avatar
    14 posts
    Registered:
    16 Dec 2020
    Answered
    02 Aug 2022 in reply to Mason Ambery
    Link to this post
    Hello Mason,

    My apologies for the delay in response.

    The default behavior is - any Roles you create in Dynamics CRM will be pushed out and synchronized with The Portal Connector when users are assigned the role. 

    For the other issue, I observed that there is a request with TPC Support. You should be able to receive an email soon.

    Thank you,

    Regards,
    Bhargavi Mahal.
2 posts, 1 answered