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Restricting access to work orders using Entity Permission Scope – PowerApps Portals

By Nagaraja Emmadisetty posted Dec 06, 2019 08:13 AM

  

Requirement : We have a Partner Portal for installers(accounts of type installer in CRM) to manage the work orders assigned to them . So, installers should be able to view their work orders only

Solution:

Configure Entity List for work orders entity .

Enable Entity Permission for the above created entity list

Create Entity Permission with Account scope with appropriate privileges


Note : Make sure to select correct Account Relationship. In our case we have custom lookup field to account entity to store installer details.

And assign it to a  web role to which in turn is assigned to the Portal User.

That’s it . Now portal user should be able to view work orders related to his installer account only.

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