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1,038 bytes added ,  15:59, 7 July 2021
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[[File:Enabling portal access via admin console.png|600px]]
 
[[File:Enabling portal access via admin console.png|600px]]
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== Improving portal security ==
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To ensure that customers (clients) only see their own data, you need to update entity settings and also the Portal User security role.
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=== Updating entity settings ===
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# Start the [[Admin Console]].
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# Go to '''Data > Entities'''.
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# Click the entity where you need to restrict access, for example Incident.
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# Click '''More Settings''' to display '''Server Properties''' for the entity.
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# Set '''Ownership type''' to '''User'''.
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# As '''Customer Ownership''', select the lookup field that links to the customer, then save all changes.
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[[File:Client portal settings in admin console 1.png|600px]]
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Repeat this procedure for all entities that need restricted access.
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=== Updating security role ===
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# Start the [[Admin Console]].
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# Go to '''Resources > Security roles''' and click "Portal User".
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# Scroll down to the entity that you need to restrict, for example, incident, and set suitable permissions for portal users, then save all changes.
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[[File:Client portal settings in admin console 2.png|600px]]
    
[[Category:Resco Cloud]]
 
[[Category:Resco Cloud]]

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