Managing portal access
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- UpdatedAug 3, 2023
- 2 minutes to read
- Vancouver
- Service Portal Designer
If you're an existing customer using the Service Portal (sp) portal for employee self-service use cases, we recommend that you migrate to the Employee Center (esc) portal for a better experience.
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.
- Multifactor authentication: If an instance is configured to require multifactor authentication, users are automatically directed to set up multifactor authentication upon initial login. For setup instructions, see Setup multi-factor authentication upon initial login. If multifactor authentication is optional, users can still enable or disable authentication from their user profile. For setup instructions, see Setup multi-factor authentication on your user profile.