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Former Member
Nov 15, 2006 at 01:39 AM

Automating Portal Role Assignment

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Hi Everyone,

At my project we are looking to automate the process of Portal Role assignment.

With our current design, a user initially logs into the ISA and ICSS Portal as an anonymous Portal user. To view all content the user will be required to register himself on the portal. Once the user registers himself, a user record is created on the backend CRM system. Now when he tries to log into the portal with his new username and password he gets a blank screen because he has no Portal Roles assigned to him.

We need need to create Portal Roles for each CRM user. The new Portal Role will be based on user type in the CRM system. Since we have several users logging in and creating new accounts, we need to automate this process of mapping a CRM user to an appropriate Portal Role and then actually creating the Portal Role on the Portal.

Has some one does this before or has an idea how to do this?

Any help will be really appreciated...

Thanks!

Muhammad Osman Yousuf