ConcourseSuite Support

Adding a contact to a project

7/11/2005 10:55 AM EDT

I need to be able to let customers view their own projects (status, etc).

I have created the project.
I have associated the account with the project.
I have added the employees who need access to the team list.
I went to add a customer, but could not figure out how to do so...

I went to Projects > List > Project Center, Team->Modify. None of my accounts or contacts show up in the lists presented. Should they?

So I thought to myself, "Maybe I have to set the user as a portal user first." Nope, that didn't change anything. I did that and nothing nice happened. Is there another way to do this?

I added a row to the project_team table duplicating the values for the employees, but substituted the user_id of the portal user...Now they show up in the modify team list and are editable, but when the portal user logs in they still cannot see the project.

BIG QUESTION: How do I make it so that customers can see the details of a project and (ideally) add tickets or something similar.

1. 7/11/2005 5:01 PM EDT

By Kailash Bhoopalam

Peter,
There are two types of users in the system, namely Portal Users and the other I would refer to as 'Regular Users".

An account contact can be made a "Portal Users" and this allows the account contact to log in to the system, view ONLY the information related to its account and to add tickets for the account.

An account contact can also be made a "regular user" (using the admin module). This would provide the account contact with the privileges provided to the role it is assigned. Role privileges can also be changed using the admin module.

Kailash

2. 10/25/2005 6:31 AM EDT

By Boris Kraft

Can you confirm that portal users can not be made part of the team? If, so, whats the rationale behind this?

3. 10/25/2005 6:59 AM EDT

By Boris Kraft

And, it seems that I cannot add a contact to the team even if it is not a portal user. I have to give the contact a user account first, then I can add it.

4. 10/25/2005 11:02 AM EDT

By Tom Manos

Boris Kraft wrote:

Can you confirm that portal users can not be made part of the team? If, so, whats the rationale behind this?

And, it seems that I cannot add a contact to the team even if it is not a portal user. I have to give the contact a user account first, then I can add it.

Boris,

Portal users cannot at present be made part of a project team, and yes, a project team member must be a user of the system.

There are several reasons for this, the biggest of them being that the Project Management stuff and the CRM stuff were originally two separate, unrelated, standalone applications, and they still have not been fully integrated.

We may elect to allow greater access from outside sometime in the future, but will have to do some more integration between the two subsystems first.

5. 11/1/2005 4:33 AM EST

By Boris Kraft

We have now dumped the idea of portal access - maybe you should do the same - and simply added a role that provides the functionality we want.

Now all we need is a lesws cumbersome process to provide a contact with this role - single click, anybody ;-)

Now its - find the contact, make sure it has an account, create a new user, select the contact, add the role. (did I miss something?). Ah, make sure that the contact is not already a portal user...

Cheers
Boris

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Adding a contact to a project

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