Use the organizational structure roles to manage portal user permissions and quickly grant access to objects, records or columns to multiple users as per your business needs.
Add portal user roles
You can add organizational roles for portal users in the same way as for regular users. Learn more about how to add roles to the organizational structure for Creatio users in the “Managing organizational roles” article.
Note
Only system administrator users can access organizational and functional role sections in Creatio. To enable a regular user to create and configure portal organizations as well as manage portal users, make sure you grant them permissions for the “Manage portal users” (CanAdministratePortalUsers) system operation. Read more >>>
For example, you can create a “London” organizational role to manage permissions separately for London-based portal users (Fig. 1). Note that portal user roles must be subordinate to the “All portal users” parent role.
Fig. 1 Adding a portal user role
As a result, the users of the “London” organizational role will inherit the permissions configured for the “All portal users” role. You will be able to assign additional permissions, which will be specific to all portal users with the “London” role.
Assign a role for a portal user
You can assign portal users to organizational roles similarly to assigning regular users corresponding roles. Learn more about how to add roles to the organizational structure for Creatio users in the “Assign a user role” article.
For example, you can assign portal users to the “Toronto” organizational role (Fig. 2). Note that you can only assign portal users to the roles that are subordinate to the “All portal users” role.
Fig. 2 Assigning organizational roles for portal users
As a result, the user of the “Toronto” organizational role will inherit the permissions configured for the “Toronto” role, as well as any permissions configured for its parent “All portal users” role.
See also
