Users and permissions on the portal
Creatio enables you to manage portal users, group them, send email notifications and assign access permissions. In general, portal users are managed in the [System users] section where they are grouped in the “All portal users” organizational role.
You can manage portal users individually or use portal user groups, such as portal organizations.
A portal organization is a group of portal users who are connected to one account. Organizations enable you to manage your customers’ employees. You can select portal administrators from users in your organization. Administrators can create and delete users, assign permissions and invite new users to the portal.
Creatio lets you configure which data and functions are available for portal users. You can assign portal user permissions in several ways:
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For the “All portal users” parent role. All portal users in this role will obtain the same access permissions.
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For each user separately.
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For a portal organization. Users will inherit the permissions of their organization.
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For user groups. You can create subordinate organizational roles in the “All portal users” role, and configure access permissions for them. To set up different access permissions within a single organization, add several functional roles and assign different access permissions.
Learn more about portal permissions in the “Access permissions on the portal“ article.
Listed below are a few common business cases of portal setup.
A portal for users without organizations
This is the simplest structure. Individual portal users are created in Creatio. Access permissions can be configured:
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For each user separately.
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For all users (by configuring permissions for a parent role).
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For user groups (if subordinate organizational roles are created).
Setup procedure:
1.Create users:
•Add portal users. Read more >>>
•Enable “Self-registration”. Read more >>>
2.Sending email invitations. Read more >>>
3.Configure access permissions for portal users. Read more >>>
A portal with organizations and the same access permissions for all users
In this structure, portal users are connected to an account, i.e., are grouped in an organization. You can configure access permissions for each organization individually. Users inherit the permissions form their organization, which means that you do not need to configure permissions for each user separately.
Setup steps:
1.Set up the organizational structure:
•Create organizations and users in Creatio. Read more >>>
•Assign portal administrators. Read more >>>
•Create portal users on the portal (by the portal administrator). Read more >>>
2.Sending email invitations. Read more >>>
3.Configure access permissions for portal users.
•Configure access permissions on the Creatio side. Read more >>>
•Configure access permissions on the portal (by the portal administrator). Read more >>>
A portal with organizations and the different access permissions for all users
You can create separate roles within a portal organization and configure their permissions. For example, create functional roles for the main and regional office managers and connect users in an organization with one of these functional roles. Users inherit the permissions from their functional role, which means that you do not need to configure permissions for each user separately.
Set up a portal with organizations, and different groups of permissions in a single organization:
1.Set up the organizational structure:
•Create organizations and users in Creatio. Read more >>>
•Assign portal administrators. Read more >>>
•Create portal users on the portal (by the portal administrator). Read more >>>
2.Sending email invitations. Read more >>>
3.Configure access permissions for portal users.
•Configure access permissions on the Creatio side. Read more >>>
•Configure access permissions on the portal (by the portal administrator). Read more >>>
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