Best way to mass assign portal user accounts?

Hi Daniel Hill ,

Are you referring to this default enterprise portal https://support.sugarcrm.com/documentation/sugar_versions/13.1/serve/administration_guide/developer_tools/sugar_portal/ ?

Yes, you would be able to set contacts up via API, as every action completed via the UI can be achieved via API one way or another. I am one of the people who actually helped re-factor that portal a few years ago.

You would need to architect that as a batched update, and then most likely you would want to send emails to customers letting them know that they are active as well, and how to reset their passwords.

Or maybe the other way around, ask the customers first if they want an account, and enable that for them as you receive responses back.

I would be more than happy to help you through an engagement if you would like.

Feel free to reach out!

Hi Enrico Simonetti . Thanks for that, because of it being a password I wasn't convinced it could work that way, however that's good news to know.

Daniel Hill ,

an alternative to not set a temporary password could be:

1. Enable the contact(s) as portal user(s) and set their unique username and correct email address(es) - through the api
2. Send all the contacts an email externally from Sugar, telling your customers to set their password (with the provided username and email address)
3. They set the password themselves whenever they feel appropriate

Hope it helps

Daniel Hill ,

an alternative to not set a temporary password could be:

1. Enable the contact(s) as portal user(s) and set their unique username and correct email address(es) - through the api
2. Send all the contacts an email externally from Sugar, telling your customers to set their password (with the provided username and email address)
3. They set the password themselves whenever they feel appropriate

Hope it helps

Hi Enrico Simonetti . As far as I can tell, this would be the best option. But the poral users need to enter a password to sign in, so without setting one initially how would they set their own?

Hey Daniel Hill 

My previous points 2 and 3 are exactly what you are referring to. You would send your customers their username, to their email address.

Customers can then reset their password by entering their username and then receiving an email from Sugar to their email address (as long as you have emails setup). Once they receive the email, they click on the link which will confirm it is them, and allow them to reset their password (in this case set for the first time).

Try it out! I made sure the whole process worked in a test environment, before proposing it here

Cheers!

Hi Enrico Simonetti .

So interestingly, my portal doesn't let me reset password. I enabled the "new users signup" but we don't want them to create new users. But I cannot reset password via the portal, nor find an option in the settings.

Thanks,

Daniel

Do you have outbound emails setup and working correctly, within the admin area?

Based on the behaviour you described and by looking at the code, I believe that might not be the case right now:

js view:

        ...
        
        this.showPortalPasswordReset = false;
        if (app.config.smtpServerSet === true) {
            this.showPortalPasswordReset = true;
        }
       
        ... 
        
hbs template
    
        ...
        
        {{#if showPortalPasswordReset}}
            <a href="#forgotpassword" class="btn btn-link btn-invisible">{{str "LBL_PORTAL_FORGOT_PASSWORD"}}</a>
            <br>
        {{/if}}
        
        ...

You can find the instructions here

If you have problems with that specific process, I would contact Sugar's support and they should be able to guide you through the process of setting up your mail server

is this CRM instance using LDAP?

if so, I believe it will prevent forgotten password feature