Customer Portal for SuiteCRM helps your company create and maintain a standalone portal for your customers, enabling them to log in and use your services, complete required tasks, keep track of support cases and many other functions.
Layout Configurations
Here, we are going to see how we can configure the Layout for customers. At first, we have to choose the customer group, then modules, and then views.
In the Layout configuration, you can decide which user groups can do what kind of actions, Create/Edit and Delete. By default, only view mode (List view) is available for all selected modules. Make sure, you configure what are the fields to show for each layout.
In one of the above images, I have enabled the options to create/edit a record in the Documents module. There is no option to delete the documents from the customer end. If such options are needed, then that needs to be configured using the Layout Configuration.
That can be once again controlled per user group. Meaning, if the Edit option should be provided only for a specific set/group of customers, only those users can be given that option.
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