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Portal Roles

Overview

Portal Roles in Mythradon are a specialised type of Role designed specifically for Portal Users. While they share similarities with standard Roles-such as defining what functionality is available to assigned users-they are not applicable to internal system users and are only valid for users accessing the system via a Portal.

Portal Roles provide a flexible and controlled way to manage the visibility and access rights of external users. These roles define what data portal users can view, create, or edit, based on their relationship to the data.

Access Levels

Portal Roles support the following access level options for related records:

Access Level Description
not-set Access is denied.
own Access is limited to records created by the Portal User. For example, a Case submitted by the user.
account Access to records related to the Account associated with the Portal User. The relation should be named account or accounts.
contact Access to records related to the Contact associated with the Portal User. The relation should be named contact or contacts.

Note

The Assigned User and Teams fields are always read-only for Portal Users.

Assigning Portal Roles

Portal Roles can be assigned at two levels:

  • Portal Level – Applied to all users of a specific portal. Users receive the merged permissions of all roles assigned to the portal.
  • Individual Portal User – Applied to selected users to grant additional or customised permissions.

To ensure secure and appropriate access control, you must assign the correct Portal Role(s) to each Portal or Portal User.

Creating Portal Roles

To create a new Portal Role:

  1. Navigate to Administration → Portal Roles from the Menu Button.
  2. Click Create Portal Role.
  3. Enter the required details and define the access rights for relevant modules or entities.
  4. Click Save to create the role.

Once created, you can assign the role:

  • To a Portal – Edit the desired portal and use the Portal Roles selection box to add one or more roles.
  • To a Portal User – Edit the user's record and assign roles via the Portal Roles field.

Multiple roles can be assigned to both portals and individual users, and their permissions will be combined to determine effective access.

See Also