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Service Portal security

Service Portal security

Control user access to a portal.

Control who accesses your portal and what they can see in the following ways:
  • Authentication: Configure login and single sign on for users
  • Limit page access by role: Use roles to limit the users who can see a page.
  • Public pages: Use the public check box on a page record to make the page publicly accessible.
    Note: A number of portal pages that are installed by default are marked public. Filter your list of Service Portal pages for Public [is] true to identify these pages. Setting the Public value to false will prevent these pages from being publicly available.
  • User criteria: For a more advanced way of limiting user access, create and apply user criteria to pages, widgets, widgets instances, and search sources.