How to Add a Custom Section to the Creatio Customer Portal

Creatio has three different portals. The self-service portal is for cases and knowledge base only. If you’re using the Customer portal or Partner portal you can add a custom section. In this article I will be showing you how to add a custom section to your portal in just a few steps.

First thing you’re going to want to do is create a new section like you normally would if you don’t already have one. Make sure that your object has record level security so that the portal users will only see their own records.

Next go to the workplace setup and add your custom section to the portal workplace.

Now go to the section wizard and set up your section for the portal users.

You can set up the page as needed for portal users (the portal page is different than the normal one). Now go test it by logging in with a portal user account. If all went well your custom section should be in your portal now.

Keep in mind that you do need customer portal licenses for users in the portal to see and use your custom section. Also, sales objects like lead and opportunity will need a partner portal license to use in the portal.

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