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Client portal: Difference between revisions
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→Enabling portal access for contacts
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[[File:Enabling portal access via admin console.png|600px]] | [[File:Enabling portal access via admin console.png|600px]] | ||
== Improving portal security == | |||
To ensure that customers (clients) only see their own data, you need to update entity settings and also the Portal User security role. | |||
=== Updating entity settings === | |||
# Start the [[Admin Console]]. | |||
# Go to '''Data > Entities'''. | |||
# Click the entity where you need to restrict access, for example Incident. | |||
# Click '''More Settings''' to display '''Server Properties''' for the entity. | |||
# Set '''Ownership type''' to '''User'''. | |||
# As '''Customer Ownership''', select the lookup field that links to the customer, then save all changes. | |||
[[File:Client portal settings in admin console 1.png|600px]] | |||
Repeat this procedure for all entities that need restricted access. | |||
=== Updating security role === | |||
# Start the [[Admin Console]]. | |||
# Go to '''Resources > Security roles''' and click "Portal User". | |||
# Scroll down to the entity that you need to restrict, for example, incident, and set suitable permissions for portal users, then save all changes. | |||
[[File:Client portal settings in admin console 2.png|600px]] | |||
[[Category:Resco Cloud]] | [[Category:Resco Cloud]] | ||