portal users | Community Creatio

Question

Petrika Mele

11:18 May 20, 2022

Hello Creatio Community!

I can not acces the Portal. This happens when I try to login as e Portal user. Printscreeen below

This is time-sensitive. Thank you in advance

Petrika

5 comments

Best reply

Max

14:18 May 20, 2022

Petrika,

also, please check if the "State of feature" is included in the lookup and that both "Feature" and "AdminUnitFeatureState" have operation permissions enabled in the Object permissions section.

Best regards,

Max.

Max

12:43 May 20, 2022

Hi Petrika,

Please make sure that both the "EnableCustomPrefixRouteApi" and the "UsePortalDataService" features are active in the system. To do that,

run this script:

select * from AdminUnitFeatureState where FeatureId = '17ED5BE9-CA87-42A4-A761-3466DBABF925' or FeatureId = '45D7102E-42D5-4E61-ADF8-77F00CD2F3E8'

Please note that the FeatureState column needs to be equal 1 and the SysAdminUnitId has to be equal '720B771C-E7A7-4F31-9CFB-52CD21C3739F'

The "EnableCustomPrefixRouteApi" feature enables web services custom routing and restricts SSP user access services without the /ssp prefix.

And the "UsePortalDataService" one divides services into the portal and non-portal ones.

Best regards,

Max.

Petrika Mele

13:22 May 20, 2022

Max,

Still doesnt work Max. Select query

Result

Still the 403 response

What should i do ?

Max

14:13 May 20, 2022

Petrika,

In the inner web.config file please check the following line:

it needs to be set to true.

Also, please check the "List of objects available for portal users" lookup if the "Bpm’online functionality" is included in it.

Best regards,

Max.

Max

14:18 May 20, 2022

Petrika,

also, please check if the "State of feature" is included in the lookup and that both "Feature" and "AdminUnitFeatureState" have operation permissions enabled in the Object permissions section.

Best regards,

Max.

Petrika Mele

15:32 May 20, 2022

Thank you very much for the professionalism Max.

Feature and AdminUnitFeatureState didnt have permissions. This solved the issue.

Best Regards Petrika

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Question

Financial_Services_Creatio_lending_edition

7.18

403 - IIS 10.0 Detailed Error - 403.0 - Access to non-SSP API is denied for portal users

User1997

10:22 May 17, 2022

Hello community,

I am trying to implement a service for portal and system users using the documentation in https://academy.creatio.com/docs/8-0/developer/application_components/portal/self_service_portal/overview

The service has the following code:

using Terrasoft.Web.Common;
using Terrasoft.Web.Common.ServiceRouting;
 
[ServiceContract]
[DefaultServiceRoute]
[SspServiceRoute]
[AspNetCompatibilityRequirements(RequirementsMode = AspNetCompatibilityRequirementsMode.Required)]
public class Service1 : BaseService
{ 
       //Code
}

For system users the service works fine but when I try to access the service from postman authenticated as a portal user I get the following message : "IS 10.0 Detailed Error - 403.0 - Access to non-SSP API is denied for portal users" with 403 status code. Is something that I am missing in the service implementation or in web.config?

2 comments

Max

12:11 May 17, 2022

Hello!

Ensure that you add the /ssp prefix to the route when making a request as a portal user.

A feature called "EnableCustomPrefixRouteApi" enables web services custom routing and restricts SSP user access services without the /ssp prefix.

In order to enable it you need to run the following script in the database:

INSERT INTO AdminUnitFeatureState (SysAdminUnitId,FeatureState,FeatureId)

VALUES ('720B771C-E7A7-4F31-9CFB-52CD21C3739F',1,'17ED5BE9-CA87-42A4-A761-3466DBABF925')

Another feature called "UsePortalDataService" divides services into the portal and non-portal ones. To enable it run the following script:

INSERT INTO AdminUnitFeatureState (id, SysAdminUnitId, FeatureState, FeatureId)

VALUES (newid(), '720B771C-E7A7-4F31-9CFB-52CD21C3739F', 1, '45D7102E-42D5-4E61-ADF8-77F00CD2F3E8')

So make sure you are using the /ssp prefix and both features are active in the system.

Best regards,

Max.

Max

12:21 May 17, 2022

We also suggest replacing

[DefaultServiceRoute]
[SspServiceRoute]

with

[DefaultServiceRoute, SspServiceRoute]

Best regards,

Max.

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Question

Organizations(Account) in Organization Structure

User1997

11:39 Mar 30, 2022

Hello community,

I am trying to understand the logic of why we can not add an organization (Account) to an organizational structure of the system. I have seen some of the documentation and tables that link to VwSysAdminUnit and VwSspAdminUnit but I can not find out why they are not displayed in the user interface the same as in the portal organizational structure.

Portal

System

1 comments

Bogdan

05:08 Apr 01, 2022

Hello,

Such logic was implemented only for portal users since the Self-service Portal was designed only for them and they could be from different companies (accounts).

Best regards,

Bogdan

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Question

Portal users password recovery bug

Antoine Gilliéron

17:28 Dec 03, 2021

Hello

I am setting up a service portal for a client

During the tests I had strange behaviours in the password recovery process.

WHat I did:

Create a test portal users with the corresponding contact.

Go to the portal login page, then link "forgot password ?"

Enter test user portal login name. and enter > Error cannot send email.

- When looking in the exchangelistener service logs, I see that it is trying to send the email to the "test user login" name instead of its contact.email!!

If I replace the test portal user name with its email then it works.

So it really means the system is using the portal user login name instead of it s email as recipient.

Did anyone notice this?

0 comments

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Question

16:40 Jul 21, 2021

hi all,

when i add my section "Returns" to portal it worked with me and make the "PortalReturns" Section but when i make some fields required for portal users it also makes the fields in the main section "Returns" also required and i don't need this i need the fields to be required for portal users only and here are some screenshots:

the portal Workplace

the Main Section Returns

the portal section

and here are the portal section with the required fields

and here when i login with the portal user and open a new record

here are the issue when i get back to the main section "Returns" and open a new record .. here it makes the fields that i make in the portal required also and i don't need this i need them to be required for portal users only

thanks all

5 comments

Ryan Farley

18:51 Jul 21, 2021

You can make the fields required using business rules on the portal page (and not add the rules on the section page) INSTEAD of making the actual columns required (which will make it required in all cases, on section page and portal page).

Basically, on the portal page, add a rule to make the field required where the condition is always true - like a boolean true = true. Then it will only be required on the portal page.

Ryan

Ibrahim Nour El-Din

19:08 Jul 21, 2021

Ryan Farley,

thanks for your reply

i understood but the condition !

what condition should i put or make in portal section ?

thanks

Ibrahim Nour El-Din

19:44 Jul 21, 2021

Ibrahim Nour El-Din,

ok i get it and it worked with me

thanks

but i have another question Mr.Ryan

how can i Set up portal user permissions in such a way that each portal user could see only their own requests.

that's mean i only enable record permissions ?? and what is the arrangement of the portal users in operation permissions ? last or in the first or doesn't matter

thanks

Ryan Farley

20:38 Jul 21, 2021

If you enable record permissions that means, by default, a user, even a portal user, will get permissions for the records they create. Nothing else is needed for them to be able to see only their own records, just by turning on record permissions.

However, what I would also add is if any portal user creates a record, then all employees can also see it, this isn't necessary for the requirement "Set up portal user permissions in such a way that each portal user could see only their own requests", but makes sense that full employee users can see all portal user records. Like this:

For the portal users, once record permissions is enabled, you can verify by adding a record as a portal user, then in the full client view the record permissions and you should see the portal user added as read, edit, delete permissions.

Ryan

Ibrahim Nour El-Din

18:14 Jul 22, 2021

Ryan Farley,

thank you for this info

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Question

portal users

attachments

Sales_Creatio_enterprise_edition

7.17

Portal Users cannot access attachments

TiagoSousa

17:40 Jun 01, 2021

Hi Community,

I have some problems in Portal Users.

These users create several activities and put attachments in the same activities, but the problem is, the portal users cannot access these attachments and the rest of the users can.

Can you help me understand why the portal users are unable to see attachments?

Thanks,

Tiago Sousa

4 comments

Roman Brown

20:22 Jun 01, 2021

Dear Tiago,

Can you please contact us via an email and provide us with a detailed information on this issue?

Cause it's hard to provide you with valuable recommendations without the details.

Kind regards,

Roman

Amritha Mayan Gorky

12:56 Aug 22, 2022

Hi Team, Wanted to check if there was a solution provided to the above query. As we are too facing the same issue as we are not able to view the attachments tab along with attachment detail and notes for the portal user [portal license]? where as for the normal user we have the attachment tab in the case section

Regards,

Mayan

Kyrylo Iudin

15:20 Aug 22, 2022

Hello,

It is necessary to add portal users' role to the activity file object and add it to the 'List of objects available for portal users' lookup.

Regards,

Kirill

Amritha Mayan Gorky

08:17 Aug 23, 2022

Kyrylo Iudin,

Thanks Kirill, have added the notes and "attachments and notes in case section" to the "List of objects available for portal users" but not sure what is portal users' role to the activity file object? can you please explain how to/where to add role to activity file object?

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Question

How to get, in a process, the user that corresponds to a contact (when there is one ...)

Julio.Falcon_Nodos

23:07 Mar 11, 2021

Hello Colleagues,

In a process I need to publish some articles or info regarding some specific contacts in Customers. Those are specifically to one contact in the account.

I get the contact id, but don't know how to get the id of the user that belongs this contact to could add permissions to the article in the knowledge base,

Some ideas, please?

2 comments

Dean Parrett

23:35 Mar 11, 2021

Dear Julio,

In general - it is not possible. Theoretically you can read the system administration object and get the contact id. Anyway that will not help since the processes do not work with table that stores users due to security reasons.

Instead you can use the change rights element and grant the rights for employee. It allows to work with user contacts. The rights are assigned to the users through their contacts, so you can select the required contact and assign the necessary rights.

Regards,

Dean

Julio.Falcon_Nodos

23:45 Mar 11, 2021

Dean Parrett,

Thanks Dean,

it's possible, I did it, see here https://prnt.sc/10j4kvf

With the "contactID" you read on "System users (view)" where Contact = contactID, in the result record the Id is the "user Id" you can use later to assign permission to read the article.

I understand what you expose, but I check it and works fine, I check the permissions in the article and are as I need, also the user connect to portal and can read the article

Thanks again

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Question

Sales_Creatio_enterprise_edition

Notifications not showing when triggered by a Portal user

Tiago Carvalho

17:41 Jun 29, 2020

Hi All,

I've noticed something strange happening when notifications are created by a portal user and assigned to a Creatio user.

I've created a business Process, triggered when a lead is created in the Partner Portal by a Partner user. This process creates and assigns a notification to the partner manager.

When a lead is created, the partner manager gets the indication he has a new notification, however when he checks the notification section no new notifications are present.

If the partner manager then triggers a process that creates a new notification assigned to itself (ex: Create Opportunity from Lead v7.8.0), a notification is created plus the previous expected notification is also shown.

Both notifications work fine and navigate to the correct record as expected. It feels like the issue is just with showing the notification.

As anyone seen anything like it?

Thanks,

Tiago

4 comments

Grigoriy

03:38 Jun 30, 2020

How do you add a notification? Give the code or іschema process?

Tiago Carvalho

14:35 Jun 30, 2020

Hi Grigoriy,

I created the following business process.

This process is triggered by a Portal user and creates a notification (step: Notify Partner Owner) assigned to the the partner owner, an internal user.

I've copied the Step: notify Partner Owner from Business Process: Create Opportunity from Lead v7.8.0 > Step: Opportunity Notification.

The Notification is created, just not shown until the Internal user triggers a process that creates a notification.

Best regards,

Tiago

Angela Reyes

12:48 Jul 01, 2020

Tiago Carvalho,

Dear Tiago,

Can you please specify if the portal user can view notifications in notification panel? Or you expecting only popup?

Best regards,

Angela

Tiago Carvalho

14:02 Jul 01, 2020

Hi Angela,

The Portal user can't view notifications in the notification panel.

However the notification is addresses to the portal user manager (a company user) who can see the notifications.

This user, see the warning that a there's a new notification.

but when opening no new notification is shown.

If this user triggers then triggers Business the Process: Create Opportunity from Lead v7.8.0. The process creates a new notification (Opportunities) and the previous hidden notifications are shown (Leads).

I hope it makes sense.

Thanks,

Tiago

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Question

Sales_Creatio_enterprise_edition

Can't modify Portal user profile page in on-site installed environment.

RAMNATH SHARMA

13:39 Jun 04, 2020

I want to modify the profile page of portal user. But the environment gives me this error.

This development environment is fresh install and I have only create a new package in advance setting.

The environment info - Creatio CRM - 7.16.0.4461

Has anyone also faced this issue before?

6 comments

Best reply

Meet

10:47 Jun 05, 2020

Hello,

I got the solution.

We need to add two package in our current package

SSP
ProtalITILService

This solved my issue.

Regards,

Meet

Dean Parrett

15:03 Jun 04, 2020

Hello,

I've just deployed full bundle instance of the 7.16.0.4461. There is no similar issue. The portal user profile page or organizational page and main page can be modified without any difficulties.

Try to perform these actions in the advanced settings that can help to resolve the issue:

1. Update database structure where needed

2. Generate the source code for all items

3.Compile all items

If there are still any difficulties, It is better to contact the support team via support@creatio.com to look into the issue in your particular environment.

Regards,

Dean

RAMNATH SHARMA

20:51 Jun 04, 2020

Dean Parrett,

ok I will try this and update here.

Ramnath

Meet

20:53 Jun 04, 2020

Dean Parrett,

I face same issue on trial environment of Creatio which based on cloud

Regards,

Meet

Dean Parrett

20:55 Jun 04, 2020

Hello Meet,

It is definitely better to approach the support team. It would be easier to debut the error in cloud instance and find the solution.

Regards

Dean

RAMNATH SHARMA

10:43 Jun 05, 2020

Dean Parrett,

I tried to generate source code and compile all items. But I still can not open the Portal User profile page to modify it.

I will have to contact support team for further help.

Thanks

Ramnath

Meet

10:47 Jun 05, 2020

Hello,

I got the solution.

We need to add two package in our current package

SSP
ProtalITILService

This solved my issue.

Regards,

Meet

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Question

Sales_Creatio_enterprise_edition

How to enable right side notification panel on Portal Workspace

RAMNATH SHARMA

14:30 Jun 02, 2020

In the screenshot I can not see the notification panel on Portal Workspace when portal user logs in. I want it to be visible to portal user in case of notification comes. Or else if there is another approach to notify portal user then please suggest.

Thanks

2 comments

Roman Brown

17:05 Jun 02, 2020

Hello Ramnath,

Unfortunately, there is no OOB tools or information about partner customizations available which would add the notification panel for the portal user.

We will pass this request as an idea to the responsible R&D team so they will consider the possibility of adding the requested functionality in future Creatio releases.

Kind regards,

Roman

RAMNATH SHARMA

18:49 Jun 02, 2020

Roman Brown,

I wanted the notification panel on Portal Workspace for process/requests he need to complete. The process has a pre-configured page. Which needs to be filled by Portal user. But process will only show in notification. Not in the Case I build on the section page.