In Dynamics CRM (now Dynamics 365), a "portal user scope level" refers to the level of access a user has within a portal, which can be set to "Global" (access to all data), "Contact" (access only to records related to their contact record), or "Account" (access to records associated with their parent account), depending on the entity permission configuration; essentially determining which records they can view and interact with based on their relationship to the data within the system.
Key points about portal user scope levels:
- A user with global scope can see all records within the system, regardless of their relationship to any specific contact or account.
- A user with contact scope can only see records directly related to their own contact record, based on defined relationships within the CRM.
- A user with account scope can see records associated with their parent account, allowing access to related contacts and other data within that account hierarchy.
How to manage scope levels:
- Within the portal administration, you define entity permissions for each entity (like "Case" or "Account") and set the scope to either "Global", "Contact", or "Account" depending on the desired access level.
- You assign these entity permissions to specific web roles, which are then assigned to portal users to control their access based on their role and the chosen scope.
Example:
- A customer service portal might use a "Contact" scope for a customer to view their own support cases, while a "Account" scope could be used for a company administrator to see all cases related to their company.
