I’m having a hard time understanding how to give a customer access to the portal without giving them Desk access.
When I associate a contact with a customer, then invite this contact, they are
give the role “customer” which automatically gives them Desk access. This can’t
be undone.
Why would a customer need desk access? It seems this default behavior would require significant user permission to allow them to edit their own contact and customer info without exposing the full list of contacts.
How is the Portal expected to be used (by customers without desk access)?
Unless desk access is enabled in the customer’s role, the user cannot access the desk. It doesn’t matter if you are viewing the desk module; if desk access is enabled within the role, the user will be able to access the desk.
I didn’t realize the role had that as default. I thought it was coming from
assigning Customer as System User automatically. Guess it was chicken vs egg!
