Customers (role) cannot view projects unless I assign them the “Project User” role. However, granting this role also provides access to the desk, which I want to avoid.
What should I do?
Yes. But, unless I assign him the “Project User” role with “Desk” access, the project won’t appear in the portal.
The user has ‘user type’ = “website user” in User > security settings (and role = customer)?
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Hi
Project doctype can be set for customer’s portal by working with Portal settings.
Since Customer Role is a website user type for which Role Permission needs to be set as following;
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I’m using ERPNext v15.64.0 with HRMS, Builder and Raven app.
I’m sorry, I wish I kept better notes. I recall having the same issue. I don’t recall what fixed it but I think swapping back and forth from desk user to Website user may have helped, or perhaps expanding the portal settings to include tasks, timesheets, etc.
I don’t have any special user permissions set and Project DocType has the default permissions (nothing listed for customer or website user).
Maybe expanding portal settings will help.
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I have the same portal settings as yours.