Granting customer project contacts access to project status reports and project change requests

Pall Sigurdsson
Tera Guru

Hi, is there anyone here who knows how to add status reports and project change requests to the list of available menu items in the project page of the CSM portal so that project contacts, who have been granted access to a given customer project, can open the status report and project change request records of that project?

5 REPLIES 5

Pall Sigurdsson
Tera Guru

@fran_oisschneid  and @SasankaV,

Thanks for your responses.

If I go to Service Portal > Service Portal Configuration > Page Editor > Select the project_detail page > Edit details then I see that the "Request Changes" and "Status Reports" menu items are already present in the Customer Project Related List menu.
As they are out-of-the box, I assume that they are already linked to the correct tables. They just don't appear when I impersonate a project contact such as Julie Lewis (demo data - user/contact) from Boxeo (demo data - project). This demo user is able to view the project contacts, project task and case related lists on the CSM portal but not these two.

Looking at the project contacts table, I can see that there is a "read" access control there with the description "Providing sn_customerservice.projectstakeholder and sn_customerservice.customer access to Read Project Change Request records if they have access to the project record".
One of the roles that grant this access is sn_customerservice.customer, which is a role that Julie Lewis has. I tried already to create a corresponding ACL on the project_status and project_change_request tables but that was not enough to display the two aforementioned related lists on the CSM portal.