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Customer experience | Sales, Customer Insights,...
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Power pages

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Hello, I want to impement a security role in my power pages portal. Such that i can only view my records and not other people records when login in. Also able to reset my password by sending a code to my email which i have provided in dynamics 354 crm table.
  • ArchitectMadhan Profile Picture
    216 on at
    Power pages

    To achieve these goals in your Power Pages portal, you'll need to configure table permissions and set up a password reset functionality. Here's a step-by-step guide:

    Viewing Only Your Records

    1. Create Table Permissions:

      • Go to the Portal Management app.
      • Navigate to Security > Table Permissions.
      • Click on New to create a new table permission.
      • Set the Name and select the Table you want to secure.
      • Choose the Access Type as Self. This ensures that users can only see their own records .
    2. Associate Table Permissions with Web Roles:

      • Still in the Portal Management app, go to Security > Web Roles.
      • Select the web role you want to associate with the table permission.
      • Under the Table Permissions section, add the table permission you created.

    Password Reset Functionality

    1. Enable Password Reset:

      • In the Portal Management app, navigate to Site Settings.
      • Ensure the following settings are enabled:
        • Authentication/Registration/ResetPasswordEnabled
        • Authentication/Registration/ResetPasswordRequiresConfirmedEmail
    2. Configure Password Reset Process:

      • When a user clicks on "Forgot your password?" on the portal login page, they will be prompted to enter their email address.
      • The system will send a password reset email with a link to reset their password.
    3. Using Power Automate for Customization:

      • You can use Power Automate to customize the password reset process further. For example, you can create a flow that sends a password reset email when a user requests it.
    By following these steps, you can ensure that users only see their own records and have the ability to reset their passwords via email.
     
    If you find this solution useful, please like it and accept it as answer.

    -ArchitectMadhan

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