Grant the following permissions to users who need to access the customer portal.
Assigned Apps
| Enabled Apps |
FX5.Field Ticketing |
Object Settings
| Tab Settings |
Record Type Assignments |
| Object |
Default Off/Available |
Default On/Visible |
Job |
|
|
Ticket |
|
|
|
| Object |
Assigned Record Types |
Account |
Assigned
Record Types |
Catalog Item |
Contact |
Equipment |
Job |
Price Book |
Price Book Item |
Quote |
Quote |
Quote Item |
Applicable record types |
Status |
Job & Ticket |
Ticket |
Applicable record types |
Ticket Item |
|
|
| Object Permissions |
Field Permissions |
|
|
Don’t enable the Delete, View All, and Modify All object permissions.
|
|
|
| Object |
Read |
Create |
Edit |
Delete |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Grant permissions for the FX5__Quote2__c field
but don’t grant any permissions for the FX5__Quote__c field. Back to Job row.
|
|
|
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 |
|