Apply user criteria to a search source

Assign user criteria to search sources to limit user access to content in a portal.

Before you begin

Role required: admin

About this task

You can add user criteria to custom or default Search sources.

Procedure

  1. In the Service Portal Configuration page (Service Portal > Service Portal Configuration), navigate to Portal Tables > Search Source in the header menu.
  2. Open the search source record that you would like to modify.
  3. Under related lists, click Who Can View Search Sources or Who Cannot View Search Sources.
  4. Click New.
  5. Select a criteria from the Can View or Cannot View list.

    Selecting criteria from the Can View or Cannot View list applies user criteria records created in Create a user criteria record for Service Portal to the selected search source.

  6. Click Save.