My Cases - Customer Portal Type Functionality

💬 General Discussion
1

Hi there.

I have created a very basic Cases----->Notes Module so that customers can login to SuiteCRM and basically all they can see is Their Cases and Associated notes.

Only thing I need a bit of help with is, Id like to know how to hard code somehow the fact that they can only see their cases and no one else’s.
Like have the “My Items” flag always ticked or any other way of achieving this?

Maybe set the sql to SELECT * FROM where CREATED_BY = LOGIN_ID, I dont know :slight_smile:

Any help appreciated.

I couldn’t find a similar extension, other than the portal/joomla addon which is overkill for my needs and dont want to add Joomla to my product stack.

Thanks

Walter

2

Set up a role in Admin -> Role Management that only allows access to admin records.

Thanks,

Will.

3

Wow, thats simple.
Is this unique to SuiteCRM? I dont remember this being there in SugarCRM CE

W

4

Hi Walter,

I meant ‘owner’ not admin, i.e. users can only see their own records. You can do this by setting the rights to ‘Owner’ in the Role record.

Thanks,

Will.

5

Wow, thats simple.
Is this unique to SuiteCRM? I dont remember this being there in SugarCRM CE

W