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Customer Portal Time Entry Troubleshooting

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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. 

Note: Delete 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. 

Note: Delete the contact's Contact Role record in irrelevant departments. 


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