Portals - Navigation based on web roles

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Posted on by arjunmusuvathy

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Hello

I have a self-service portal where external users and internal users can login. We have 2 web pages:

Web Page A - For external users

Web Page B - For internal users

When the 'Create Case' button is clicked in the below screen, I would like to show web pages depending on the user's web roles. So if external user clicks Create Case, it should navigate to Web Page A.

And if internal user clicks Create Case, it should navigate to Web Page B.

Could you suggest me the best approach for this please?

Thanks

Vik

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Power Apps portals

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Fubar 8,346 Super User 2025 Season 2 on at

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You create "restrict read" Web Page Access Control rules (menu item in the Portal Management app) for your Web Pages and attach the rules to your web roles - it is a little different in the make.powerapps interface but same outcome see https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/webpage-access-control

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arjunmusuvathy 184 on at

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@Fubar Thanks for your reply. I have a question,

If I setup the Web Page Access Control rule, what will the 'Create Case' button navigation be? As the navigation will be to one page only right?

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oliver.rodrigues 9,368 Most Valuable Professional on at

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In addition to @Fubar answer, the Web Page Access Control Rules will take care of hiding the "Authenticated Page" when the user is not yet signed-in, but not vice-versa. After a user signs-in they will still be able to view both links.

I would recommend creating two different Web Link Set with a different group of links, and you can change the Header Web Template to show the appropriate Menu.

This is in addition to the Web Page Access Control Rules, I'd recommend combining both.

I talk about this approach on a community call: https://youtu.be/ky4X7chwl1I?t=1276

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arjunmusuvathy 184 on at

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@OliverRodrigues Thanks for this information.

I have seen your video where you make changes to the header template.

Say I created web link A and B to link to two different pages. In my case, can I know what will the liquid template code look like in header template for the below logic please? (especially looking for syntax of web role of user logged in)

if (user' web role = XYZ)
{% assign primary_nav = weblinks["A"] %}
else if (user's web role = ABC)
{% assign primary_nav = weblinks["B"] %}

Thanks
Vik

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oliver.rodrigues 9,368 Most Valuable Professional on at

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Hi, the example below has three menus - Admin / Authenticated / Anonymous, so that's how you validate the role:

{% if user %} {% if user.roles contains 'Administrator' %} {% assign primary_nav = weblinks["Primary Navigation (Administrator)"] %} {% else %} {% assign primary_nav = weblinks["Primary Navigation (Authenticated)"] %} {% endif %} {% else %} {% assign primary_nav = weblinks["Primary Navigation (Unauthenticated)"] %} {% endif %}

if you just need for Authenticated / Anonymous, then you don't need to check the role itself, all you need is the "{% if user %}" validation, just as I show in the video.

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arjunmusuvathy 184 on at

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Hi @OliverRodrigues

Many thanks for the code.

I have the below code setup in header, however when I login as a support user and access the page it takes me to the web link mentioned in the Administrator line below.

{% if user.roles contains 'Administrator' %}
{% assign primary_nav = weblinks["web link A"] %}
{% else if user.roles contains 'Support' %}
{% assign primary_nav = weblinks["web link B"] %}
{% endif %}
{% endif %}

Could you let me know if I am missing anything please

Thanks
Vik

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oliver.rodrigues 9,368 Most Valuable Professional on at

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Hi, a few things you can check:

Review the Web Roles of your Contact record that you are signing-in - make sure the Admin web role is not there

Review your Web Link Sets (web link a / b) and review the links, perhaps add a very different (with different names) just to make it easier to identify with Web Link Set is showing in the Portals

Clear the cache

You can also display in the header the user roles Liquid object to check which roles the current user contains

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Fubar 8,346 Super User 2025 Season 2 on at

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One thing to be aware of if doing the roles contains method just in the navigation, is that this will just swap the link set etc it does not securely stop the user from accessing the Web Page (this may or may not be an issue depending on your scenario) e.g. if the user knows what both URLs are of the pages they will be able to access both even though 1 is not displayed in the menu. If security is an issue you need to further extend you customisation to create custom Templates and embed your logic in the template (e.g. if user role contains xyz show form etc else show error message).

Note: I interpreted internal and external user as both being authenticated - if this is the case then the Web Access Control rule method is the more secure method. If anonymous users then yes the authenticated user would also see the pages available to anonymous users (using Web Access Control rules).

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oliver.rodrigues 9,368 Most Valuable Professional on at

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that's a fair point by @Fubar if you only need to swap the links between different roles, then only the web page access control rules should do the job.

if you also need to cater for an anonymous menu, I would recommend a combination of both

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