Hi,
I’m trying to make some generic inquiries available for customer portal users.
All indications from the help guide make it seem possible so I suspect that I’m missing something out.
The GIs appear on the portal for our admin users but not customer (contacts linked to business accounts) users. The access levels to the GIs are the same.
Is there anything I’m missing out?
Any help would be greatly appreciated!
Best answer by Nilkanth Dipak
Hi
Have you gone through This forum?
Using a restriction group is the most effective way to limit data visibility in this GI since there isn't an option like "Customer = @me" to automatically filter data based on the logged-in user. By setting a restriction group, you can control which customers each user can view within the GI.
This approach doesn't change role-based access rights; instead, it applies user-specific restrictions, so users will only see the customers assigned to them when accessing the GI.
Hope, it helps!
+10Hi
Have you gone through This forum?
Using a restriction group is the most effective way to limit data visibility in this GI since there isn't an option like "Customer = @me" to automatically filter data based on the logged-in user. By setting a restriction group, you can control which customers each user can view within the GI.
This approach doesn't change role-based access rights; instead, it applies user-specific restrictions, so users will only see the customers assigned to them when accessing the GI.
Hope, it helps!
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