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Michael_Cullen
Frequent Visitor

Contact does not have appropriate permissions to view a Contact form unless an Account has been set

I have a form which is intended to allow a contact to set some basic information about themselves. (The form is intended as a customised profile form which meets the requirements of our specific application).

 

When a contact logs into the portal and attempts to view the form, the "You don't have the appropriate permissions." message is displayed - unless an account is set for the contact. This is a problem, as this form is intended as the place where the contact can select their account from a list of possible accounts. (Note that as an experiment, I removed the Account field from the form, but the permissions problem persisted!)

 

My table permissions are as shown below. Has anyone any suggestions about what I need to change in order to allow contacts to access this form and (if desired) choose their accounts?

Contacts Table permissionContacts Table permissionAccounts Table permissionAccounts Table permission

1 ACCEPTED SOLUTION

Accepted Solutions
Fubar
Solution Sage
Solution Sage

For the Table that you want the Portal User to update you need a Table Permission in a Web Role assigned to the Portal User (or inherited by Authenticated tick box etc) for one of the following

  • If the record is the Portal User's Contact record itself, a Table Permission with scope = Self; OR otherwise 
  • the record needs a Lookup to the Portal User's Contact record with a Table Permission = Contact and the relationship set the relationship of that Lookup.

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2 REPLIES 2
Fubar
Solution Sage
Solution Sage

For the Table that you want the Portal User to update you need a Table Permission in a Web Role assigned to the Portal User (or inherited by Authenticated tick box etc) for one of the following

  • If the record is the Portal User's Contact record itself, a Table Permission with scope = Self; OR otherwise 
  • the record needs a Lookup to the Portal User's Contact record with a Table Permission = Contact and the relationship set the relationship of that Lookup.
Michael_Cullen
Frequent Visitor

Thanks - that directed me to the correct place to solve my problem.

I created a Contact Table permission with Scope = self and then explicitly associated this with the Authenticated User role, which solved the problem.

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