FX Customer Self-Service Minimum Permissions

Customer Self-Service Portal Users

Grant the following permissions to users who need to access the customer portal.

Assigned Apps

Enabled Apps

FX5.Field Ticketing

Object Settings

Tab Settings

Object Default Off/Available Default On/Visible

Job

Checkmark

Ticket

Checkmark

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 Permissions

Object Read Create Edit Delete View All Modify All

Account

Checkmark

Catalog Item

Checkmark

Contact

Checkmark

Equipment

Checkmark

Job

Checkmark

Checkmark

Price Book

Checkmark

Price Book Item

Checkmark

Quote

Checkmark

Quote Item

Checkmark

Report Template

Checkmark

Checkmark

Status

Checkmark

Status Workflow

Checkmark

Ticket

Checkmark

Checkmark

Ticket Checklist Step

Checkmark

Ticket Item

Checkmark

Ticket Log

Checkmark

Field Permissions

Object Read Edit

Account

Checkmark

Catalog Item

Checkmark

Contact

Checkmark

Equipment

Checkmark

Job

Grant permissions for the FX5__Quote2__c field
but don’t grant any permissions for the FX5__Quote__c field.

Checkmark

Price Book

Checkmark

Price Book Item

Checkmark

Quote

Checkmark

Quote Item

Checkmark

Report Template

Checkmark

Status

Checkmark

Status Workflow

Checkmark

Ticket

Checkmark

Ticket Checklist Step

Checkmark

Ticket Item

Checkmark

Ticket Log

Checkmark

Apex Class Access

Enabled Apex Classes

All FX5 Apex classes

Visualforce Page Access

Enabled Visualforce Pages

All FX5 Visualforce pages

System Permissions

Permission Enabled

API Enabled

Checkmark