FX Customer Self-Service Minimum Permissions
Customer Self-Service Portal Users
Grant the following permissions to users who need to access the customer portal.
Object Settings → Record Type Assignments
| Object | Assigned Record Types |
|---|---|
Account |
Applicable record types |
Catalog Item |
Applicable record types |
Contact |
Applicable record types |
Equipment |
Applicable record types |
Job |
Applicable record types |
Price Book |
Applicable record types |
Price Book Item |
Applicable record types |
Quote |
Quote |
Quote Item |
Applicable record types |
Status |
Job & Ticket |
Ticket |
Applicable record types |
Ticket Item |
Applicable record types |
Object Settings → Object Permissions
| Object | Read | Create | Edit | Delete | View All | Modify All |
|---|---|---|---|---|---|---|
Account |
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Catalog Item |
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Contact |
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Equipment |
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Job |
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Price Book |
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Price Book Item |
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Quote |
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Quote Item |
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Report Template |
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Status |
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Status Workflow |
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Ticket |
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Ticket Checklist Step |
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Ticket Item |
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Ticket Log |
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Object Settings → Field Permissions
| Object | Read | Edit |
|---|---|---|
Account |
|
|
Catalog Item |
|
|
Contact |
|
|
Equipment |
|
|
Job [1] |
|
|
Price Book |
|
|
Price Book Item |
|
|
Quote |
|
|
Quote Item |
|
|
Report Template |
|
|
Status |
|
|
Status Workflow |
|
|
Ticket |
|
|
Ticket Checklist Step |
|
|
Ticket Item |
|
|
Ticket Log |
|
FX5__Quote2__c field but don’t grant any permissions for the FX5__Quote__c field.