Intro / Context: This guide explains where to configure roles for Related Contacts in the Billing CRM and how these roles impact Customer Portal access.
Q: Why is the "Role" picklist empty when I add a Related Contact? A: The picklist is empty because the roles have not been defined yet. Unlike standard picklists, these are not edited via the Module Tables.
Q: Where do I configure the available Roles for Related Contacts? A: in the Billing CRM, these are configured in the expanded Customer Portal settings screen.
Q: What can I configure in the Customer Portal settings? A: In this settings screen, you can:
Define the specific Roles available for Related Contacts.
Configure which modules each Role can access within the Customer Portal.
Pro Tips / Extra Help: Always define your roles before inviting contacts to the portal to ensure they receive the correct access permissions immediately.