Question I am trying to allow the customers to views only their own Projects, Bills & projects but none of them are showing up after the customer logins in to their account.
I have the the customer information set in both the project, bill and the customer records. I create a access profile named Customers.
Under Access --> Profiles I gave the all the correction permissions to access only the areas that I want them to have.
Access mode:
Name: Customers
For the Read, write, update and delete I tried using all the options but its not working. I also tried using the pull down options in the bill menu but that is not pulling the customers bill.
I have the the customer information set in both the project, bill and the customer records. I create a access profile named Customers.
Under Access --> Profiles I gave the all the correction permissions to access only the areas that I want them to have.
Access mode:
Name: Customers
For the Read, write, update and delete I tried using all the options but its not working. I also tried using the pull down options in the bill menu but that is not pulling the customers bill.