Posted June 8, 20177 yr How do you restrict viewing of other client/customer data by end users when attempting to use "Security Roles" to allow them access to things such as the hardware assets and knowledge base views? We want to allow a client to view their hardware inventory (which we manage) from the portal, but they currently would be able to see data related to our other customers as well.
June 14, 20177 yr Staff Hi Jason, Unfortunately it is not possible at this time, because the security roles only grant the access to the certain sections into PSA. However I will add this as a feature request, so our developers will consider the possibility to add this feature in the future release.
Create an account or sign in to comment