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How is a portal associated with a contact record?
In Power Apps portals, each authenticated portal user is associated with a contact record in Microsoft Dataverse. Portal users must be assigned to web roles to gain permissions beyond unauthenticated users. To configure permissions for a web role, configure its webpage access and website access control rules.
What do I need to create a user record?
Represents a user in your organization. To create or update a User record, you must have the Manage Internal Users permission. If the user is a Customer Portal user, you must have the Manage Customer Users permission. If the user is a partner portal user, you must have the Manage External Users permission.
How does user documentation help your support team?
People contact your support team when something isn’t working, but they also call when they just can’t figure something out. Having great user documentation helps out your support team in two major ways. 1. Gives them an easy reference guide Great user documentation doesn’t just have to be for customers.
How is user documentation part of the customer experience?
How end user documentation is part of the customer experience. How good user documentation can help take the burden off your customer support team. Why visual content is the secret ingredient to the best documentation. The essential elements that ensure the best user documentation.
How to select current user’s contact in portals?
Selecting Current User’s Contact requires a From Attribute that is an attribute on the contact table that will be retrieved from the current user’s contact record and set on the attribute field specified. A value to be assigned to the field when the form is loaded.
How are portal users assigned to web roles?
Portal users must be assigned to web roles to gain permissions beyond unauthenticated users. To configure permissions for a web role, configure its webpage access and website access control rules. Portals allows portal users to sign in with their choice of an external account based on ASP.NET Identity.
Do you need a unique email address to authenticate on a portal?
Portal users must have a unique email address. If two or more contact records (including deactivated contact records) have the same email address, the contacts won’t be able to authenticate on the portal. The following table lists common identity providers for portals, the protocol that can be used with the provider, and the relevant documentation.