Skip to main content
I am currently prepping my company's client portal and ran across the issue that all of our contact records have become viewable in the client portal by a Portal User. For security reasons clients should not be able to see our contact records, espeically for contacts outside of their company.

 

This seems to have been a system change as contacts did not previously appear in the portal, and now i can't find the proper solution to hide the records.

 

If i deny access to the contact object for the portal profile than clients are no longer able to submit a new case from the portal, which is one of the reasons for our portal. I have unchecked the portal user visibility box, with no change.

 

Currently default external access is set to 'Controlled by Parent' for the contact object.

 

We are licensed for Portal users but our client portal is categorized as a Community.

 

Any ideas how to idea the object while users still have access to submit cases?

 

Contact object now viewable in client portal/community
6 respuestas
  1. 8 jul 2014, 19:36
    You will need to make the contact object private then create sharing rules to extend visibility as needed.
0/9000