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Restrict Data Access


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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.

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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.

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