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Restrict customer view to service project portals

Ronald Mathew

Hi Guys,

We created different service projects and added customers into each service projects respectively. However, when our customers logged into their portals they were able to access every other service project portals that they are not added into.

Is there any way to restrict this access? Please do let know

Accepted answers

Ariel Kauan

Hi,

Strange to appear to customers, other projects.

Are projects restricted to authorized / added people only?
If customers have a Customer profile, they should only access their projects.

I translated it through Google, sorry for a wrong word.

All comments

Ariel Kauan

Hi,

Strange to appear to customers, other projects.

Are projects restricted to authorized / added people only?
If customers have a Customer profile, they should only access their projects.

I translated it through Google, sorry for a wrong word.

Ronald Mathew

We added customers under each service project --> channels & people-->customers

bt when customers access their portal URl given to them- they can access other service project portal data. We looked for changing the portal settings but couldnt figure this out yet.

Any ideas why?

Ariel Kauan

Access the project, then Project settings> Client permissions> Service project access

In this location, the option "Customers added by agents and administrators" must be selected.

Ronald Mathew

Hi Ariel,

This option was already selected, but still issue persists.

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