User Roles > Ability to setup Re-usable Portal Roles

Issue No: SM-3824
Created 2/13/2018 10:34:49 AM
Type Feature
Priority Major
Status Closed
Resolution Fixed
Fixed Version 18.3
Description * Background: ** Currently we are defaulting a system wide Portal User Role and then creating a copy for each user ** MCP has many LOB and not all customers will participate in all, which means they will need a unique view of Portal. IE *** Card Fueling - Person *** Card Fueling - Business *** Oil/Lubes *** Tank Delivery *** Grain *** Farm Store *** Seed *** And Any combination etc ** MCP will want to be able to set Field level controls for Portal. *** This is not possible to do effectively for each new customer portal login. * Requirements ** Need the ability to Create a List of Re-usable Portal Roles ** When Activating a Contact to access portal, they should be able to select the role from a drop down instead of making a copy of the default role.