Customer Portal Time Entry Troubleshooting

Overview

Updated 06/25/2021

 

 

Issue

Orders and assignments are displaying on the Customer Portal > Time Entry page when they should not be viewable.  

 

Resolution

If contact is associated to specific Orders...

Set the Customer > Sales & Service > Web Option Web_Contact_Role_View_Option to "OrderContactRole" for the Corporate customer. The Customer Portal > Time Entry page will only display assignments where the contact appears under Order > Contact Roles. 

NoteDelete the contact's Contact Role record on irrelevant orders. 

 

 

If contact is associated to departments...

Set the Customer > Sales & Service > Web Option Web_Contact_Role_View_Option to "CustomerContactRole" for the Corporate customer. The Customer Portal > Time Entry page will display all assignments for which the contact appears under Customer > Contact Roles. If the customer is split into departments, the contact will only view the specific department's orders and assignments. 

NoteDelete the contact's Contact Role record in irrelevant departments. 

 

Back to Top

 

Articles in this section

Was this article helpful?
0 out of 0 found this helpful
Share