@girish Works perfectly - thank you so much!!
For anyone else following this thread and app - Portals are a killer feature - get to know how they work, they will add massive value to partner communications!
For interest, the way permissions management works in EspoCRM
"Roles" you set all the permissions for what users with that Role cannot see, so opt-out permissions.
"Portal Roles" you set all the permissions for what users with that Portal Role can see, so opt-in. Which is very fast to setup.
Example use-case;
Create an Entity called "Brand Assets", add some multi-attachment fields for things like Icons, Logos, Fonts, Banners, Biographies, etc.
Create a Portal called "Marketing" with the custom URL as marketing.example.com.
Create Portal Role for "Marketing" with access to the " Brand Assets" Entity, and maybe some others once you get used to permissions sharing.
Hey-presto! Your own live data sharing portal for that Entity. Once you've done one, you have a model for all external partnership types to share Entities and all or some records for their access to the latest single source of truth.
Here's some more ideas I'm modelling Portals for:
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