A portal user (contact) is working for multiple organizations (accounts)

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Posted on by skolarvs

Hi Team,

I have a scenario where a portal user (contact) is linked and working for multiple organizations (accounts). When that user login he/she would see records associated with all organizations.

1. How to configure this relationship

2. How to configure table permission

3. How to configure web role

Thanks!

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fm_skeller 277 Moderator on at

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@Sandeep009 this requirement seems very close to the way the partner template has been setup (Configure web roles for a partner relationship management (PRM) site | Microsoft Learn)
The main difference in your scenario seems to be that contacts aren't associated with a partner account that in turn is associated with multiple accounts - but contacts are directly associated with multiple accounts.
I would create a custom relation table that has two lookups linking the account to a contact (and so creating a N:N between contact and account). You would then need table permissions on the contact entity, with scope 'contact' (i.e. the current portal user/contact), an child permission on the custom relation table with the contact permission as parent. And last but not least a child permission for account, where the custom table permission is the parent. That should allow access to all accounts where a contact works.
The permission for contact should be linked to a webrole - the others will be used because they are child permissions.

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