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Question I am trying to allow the customers to views only their own Projects, Bills & projects but none of them are showing up after the customer logins in to their account.
I have the the customer information set in both the project, bill and the customer records. I create a access profile named Customers.
Under Access --> Profiles I gave the all the correction permissions to access only the areas that I want them to have.
Access mode:
Name: Customers
For the Read, write, update and delete I tried using all the options but its not working. I also tried using the pull down options in the bill menu but that is not pulling the customers bill.
You must define rights with access to "items of own project" and allocate user to project.
There is not link from "customer" on project and access rights.
All is through allocation.
The access rights was already done from the access menu but what do you mean by allocate user to the project? How is this done please? Or do I need to add him to resources? I do not want to have each customer to resources.
I can give you admin access and you login if you wish and take a look at it. Just drop me a email to ptaylor2446[at]gmail[dot]com,
The user in the customer organization is a contact.
You must add "allocation to project" for the contact.
It can be done from Project or from Contact, click + on allocation table.
Thanks and that worked. One other question how can do the same thing to allow the customers to access just their own bills and payments please?
Go to Acces to Data (depending on project) and change rights on this forms for corresponding profile
I did what you told me to do and the customer profile has read its own and the bills still not showing up for the customer and for the payments its telling me permission denied. The customer profile is set to read its own.
The project is not required on the Bill form.
So if project is not defined, access from project rights fail.
Check that your bills have project defined.
Payments are not linked to project.
So access gains project rights will not work.
When I created the bill I added the customer and the project name. How do I link them please?
The project is not required on the Bill form.
So if project is not defined, access from project rights fail.
Check that your bills have project defined.
Payments are not linked to project.
So access gains project rights will not work.
On Access rights, define visibility per profile on each screen.