Hello,
I have created a GI which I mapped in Portal, now how can I restrict that only Portal customer see their data ? Now it is visible for all. Please advise.
Thank you
Jennifer
Solved
GI for Self Service Portal
Best answer by BenjaminCrisman
Hi
In the absence of this option setting a restriction group so users only see customers to which they have access will mean that when the user logs in to view the GI only the customers which have been allowed are visible.
This is not setting access rights, which is role based, restriction groups are user based.
I am also interested in this topic. We want to start using the Customer Portal in this way.
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+12Hi
Refer to the below article. It may help you,
Restrict Data Accessibility using Generic Inquries - Acumatica Developers Blog
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Hi Jinin
When you deploy restriction on role it will reflect on all Portal Users, I want to put a condition on GI so that only the login customer will see their data. Like they see only their Orders in My Orders.
Jennifer
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+4Hi
In the absence of this option setting a restriction group so users only see customers to which they have access will mean that when the user logs in to view the GI only the customers which have been allowed are visible.
This is not setting access rights, which is role based, restriction groups are user based.
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You can limit data displayed on the portal by joining to the contact table and then using Contact.UserID=@me.
Thanks,
Kurt
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Has anyone determined that
Restriction groups are not an option for use due to security issues …
Thanks!
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