| Description |
We already have the basics for this with the Help Desk portal but we need to build on it.
1. Need a “User Portal” User Role that contains a list of the screens that are available for the user/contact.
# This role will be a hard coded system role that nobody can change but an iRely programmer so we avoid any security breaches
# Allow Customers to set Permissions for their users to any of the screens available in the User Portal User Role
# Make sure it’s easy for us to extend the User Portal User Role to include more screens/reports in the future
2. This should work for Internal/external users like Help Desk.
3. Customer Contact/Users need to be assigned a User Roles based on the User Portal User Role
4. Allow a portal user to see Sales Orders, Invoices and print Invoices filtered only for their Customer Number
5. Need to disable certain controls/buttons in the screens like Post or Delete.
The idea is our customers can log into the User Portal and see their past Order/Invoice history, place their own sales orders and still include all the existing help desk functionality they already have. This would all need to be filtered by their Customer Number.
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