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I've granted a Contact access to the portal. They can see quotes, invoices, and sales orders. Some of the invoices were derived from timesheets. When I visit the portal with my own account and select 'View Timesheets', I see the corresponding timesheets. With the portal user, selecting 'View Timesheets' returns a page that says 'There are no timesheets'.


I'm guessing this is a permissions issue. It seems likely that the user needs to be able to view timesheets associated with any project/task assigned to the Company with which they are associated. Where can I accomplish this for contacts/portal users?

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Cel mai bun răspuns

For every Sales Order's Project or Task, you need to add "Contact" as a follower in chatter. 


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