Hi folks,
I am using a customer self service portal for case management, So my portal contacts can login and see all the cases created by them and related to the Company associated with them.
Now I want to create a hierarchy among these portal contacts i.e. Global Access, Department Managers, Team Members.
I have a lookup of Department on Contact and Case and a Option Set for Role on Contact.
Is there a way I can achieve this (Really difficult with Web roles)
Thanks & Regards
Vidit Gholam.
Solved! Go to Solution.
I am using Azure AD (Default Button which is available) to authenticate my users but I am not able to map registering users with their existing contact in CRM, I know there is a site setting for that AllowContactsMappingWithEmail, But I am not able to configure it correctly as I am not able to figure out what protocol and provider should be.
Think the default uses .../OpenAuth/Microsoft/.... (or .../OpenIdConnect/AzureAD/...) but you can also configure it with the wizard see https://docs.microsoft.com/en-us/power-apps/maker/portals/configure/configure-oauth2-microsoft
or open id
The proper way here would really be Web Roles / Table Permissions. You can then control the security within the table permissions by the contact or account, or even different lookups
There is a bigger overhead, but this would be the secure way
Power Pages Super User | MVP
Hi @OliverRodrigues , Thank you for your response I am trying it out using web roles but I guess I still need to a architect the hierarchy after which I will move on to the web roles. I had a few more difficulties as mentioned below :
I am using Azure AD (Default Button which is available) to authenticate my users but I am not able to map registering users with their existing contact in CRM, I know there is a site setting for that AllowContactsMappingWithEmail, But I am not able to configure it correctly as I am not able to figure out what protocol and provider should be.
Also, is it possible to set portal access for a contact manually and then they can login using the Azure AD button ?
Thank you in advance for all your help and suggestions.
I am using Azure AD (Default Button which is available) to authenticate my users but I am not able to map registering users with their existing contact in CRM, I know there is a site setting for that AllowContactsMappingWithEmail, But I am not able to configure it correctly as I am not able to figure out what protocol and provider should be.
Think the default uses .../OpenAuth/Microsoft/.... (or .../OpenIdConnect/AzureAD/...) but you can also configure it with the wizard see https://docs.microsoft.com/en-us/power-apps/maker/portals/configure/configure-oauth2-microsoft
or open id
Hi @Fubar ,
Thank you,
(/OpenIdConnect/AzureAD/) worked I was struggling with this since 3-4 days and now it works thank you.
I know we can configure Azure AD Authentication but, I didn't wish to create one more Application in my Azure.
Thank you !!