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?
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)?
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;
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.
I have the same portal settings as yours.
Yet to find any solutions to this problem … It should’ve worked correctly out of the box…
I think that Portal should be see as a deprecated feature. It hasn’t seen development in a long time, and the maintainers have even talked about cutting it completely. If I were building a new site, I wouldn’t be investing heavily in getting Portal to work.
What’s the alternative? We even built the site using Frappe Builder. Can’t rely on something else for the portal.
Anyway, I created a github issue: Customer Can’t See Projects in Portal · Issue #48000 · frappe/erpnext · GitHub
It works for me, with just the customer role… so may need to debug your case… is it on frappe cloud?
No, it’s selfhosted (using docker).