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 Permissions
| Object | Read | Create | Edit | Delete | View All | Modify All |
|---|---|---|---|---|---|---|
Account |
|
|||||
Catalog Item |
|
|||||
Contact |
|
|||||
Equipment |
|
|||||
Job |
|
|
||||
Price Book |
|
|||||
Price Book Item |
|
|||||
Quote |
|
|||||
Quote Item |
|
|||||
Report Template |
|
|
||||
Status |
|
|||||
Status Workflow |
|
|||||
Ticket |
|
|
||||
Ticket Checklist Step |
|
|||||
Ticket Item |
|
|||||
Ticket Log |
|
Field Permissions
| Object | Read | Edit | ||
|---|---|---|---|---|
Account |
|
|||
Catalog Item |
|
|||
Contact |
|
|||
Equipment |
|
|||
Job
|
|
|||
Price Book |
|
|||
Price Book Item |
|
|||
Quote |
|
|||
Quote Item |
|
|||
Report Template |
|
|||
Status |
|
|||
Status Workflow |
|
|||
Ticket |
|
|||
Ticket Checklist Step |
|
|||
Ticket Item |
|
|||
Ticket Log |
|