How to link an External Portal User to an existing Organization ?
Greetings, everyone !!!
How to link an External Portal User to an existing Organization ?
Thanks in advance for any advice. Truly appreciated !
Roberto Pellizzon
PRAXI Solutions
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Hello Roberto,
Sometimes, the case may appear when the "Account" organization role is removed from the user. Only the system administrator can do that. In this case, we'll not be able to select this organization role anymore in the "Organizational roles" detail. That's the expected situation, because Creatio added such a filter. Organization is not just a role, so you won't be able to add this role to other users. And for Organization we added it during user creation. If you have many organizations there would be a misunderstanding, you`ll see too many roles in your list (you also don`t see these roles from the organization page). This logic is in the SSP package, OrganizationDetailPage, method getOrganizationFilter.
If Admin removes the user from the "External users" detail on the account page the user is deleted from the system. There is no way to connect the existing contact to another organization. Existing portal user can have admin rights that he receive as organization member (for example he can create cases and be their owner). That's why we can`t just add him a new role, or something like that. An existing user must be deactivated or deleted (there is an option in the user's organization detail). So you need to create a new sysadminunit, but now you can`t do that, because of core limitation 1 user = 1 contact (you can`t create two users for 1 contact).
Please find more information about the portal users in this article.
Hello Roberto,
Sometimes, the case may appear when the "Account" organization role is removed from the user. Only the system administrator can do that. In this case, we'll not be able to select this organization role anymore in the "Organizational roles" detail. That's the expected situation, because Creatio added such a filter. Organization is not just a role, so you won't be able to add this role to other users. And for Organization we added it during user creation. If you have many organizations there would be a misunderstanding, you`ll see too many roles in your list (you also don`t see these roles from the organization page). This logic is in the SSP package, OrganizationDetailPage, method getOrganizationFilter.
If Admin removes the user from the "External users" detail on the account page the user is deleted from the system. There is no way to connect the existing contact to another organization. Existing portal user can have admin rights that he receive as organization member (for example he can create cases and be their owner). That's why we can`t just add him a new role, or something like that. An existing user must be deactivated or deleted (there is an option in the user's organization detail). So you need to create a new sysadminunit, but now you can`t do that, because of core limitation 1 user = 1 contact (you can`t create two users for 1 contact).
Please find more information about the portal users in this article.
Anhelina,
Thank you so much, Anhelina ! Truly appreciated. All the best !