Portals users cannot see Deals and Custom Modules
We have a construction company. I have set up Portals so trades can see some of the Deals information. I also have a custom modular for Sign-In dates and additional information.
I want them to see the Deals and see the dates they need to be onsite.
I also want them to create new Sign-Ins and link them to a Deal reference (lookup).
However, when I invite a portal user, they cannot see any of the Jobs or custom module data. I have tried setting to Create/Edit and Edit (Shared) but neither are working. They can only create new jobs.
Is there a way a portal user can see existing jobs and modify certain sections only?
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