Troubleshoot a Portal Site
Troubleshooting solutions for Portal issues.
Use the following table to troubleshoot Portal issues.
Problem | Solution |
---|---|
Cannot access tools to create a Portal or site | Check your functionality rights (CSM Administrator > Security > Edit security groups > User Security Group > Rights tab). |
Customer cannot access a Portal or site | Check the customer's functionality rights (CSM Administrator > Security > Edit security groups > Customer Security Group > Rights tab). |
Customer cannot access data on a Portal or site | Check the Customer Security Group's data rights(CSM Administrator > Security > Edit security groups > Customer Security Group > Business Objects tab). |
Portal does not display correct form | Verify the forms were designed in the Portal View, not in the Default View. |
Query does not work | Verify the query is set up correctly (not limited to a particular group). Check security; records might not show up if the customer does not have appropriate rights. |
Automatic Actions not working | Verify automatic Actions are run from the Portal view, not the Default View. |
Customer can edit another customer's record | Change the record ownership rights. |
Windows Account not registered message | Create login credentials for the customer. |